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Disclosery

GEN Financial Management, INC.: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GEN Financial Management, INC. on AVUV, newest first. How the timeline and the estimate are built.

GEN Financial Management, INC. held 4,014 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,014 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $472,729.

    13F-HR 0002032497-26-000006 filed by GEN Financial Management, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,014 shares
    Change vs previous 13F -174 shares

    0.3% of the 13F portfolio, value $500,787.

    13F-HR 0002032497-26-000004 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,188 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $462,649.

    13F-HR 0002032497-26-000003 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,188 shares
    Change vs previous 13F -1,231 shares

    0.27% of the 13F portfolio, value $427,093.

    13F-HR 0002032497-26-000001 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 5,419 shares
    Change vs previous 13F -153 shares

    0.47% of the 13F portfolio, value $539,354.

    13F-HR 0002032497-25-000006 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 5,572 shares
    Change vs previous 13F +2,742 shares

    0.42% of the 13F portfolio, value $507,610.

    13F-HR 0002032497-25-000004 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,830 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $246,692.

    13F-HR 0002032497-25-000002 filed by GEN Financial Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).