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Disclosery

GEN Financial Management, INC.: BRK-B position timeline

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

GEN Financial Management, INC. held 2,140 BRK-B 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 2,140 shares
    Change vs previous 13F -196 shares

    0.58% of the 13F portfolio, value $1,065,613.

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

  2. period ended2026-06-30
    13F 2,336 shares
    Change vs previous 13F +19 shares

    0.7% of the 13F portfolio, value $1,168,912.

    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 2,317 shares
    Change vs previous 13F +54 shares

    0.69% of the 13F portfolio, value $1,110,307.

    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 2,263 shares
    Change vs previous 13F +3 shares

    0.72% of the 13F portfolio, value $1,137,498.

    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 2,260 shares
    Change vs previous 13F -421 shares

    0.98% of the 13F portfolio, value $1,136,194.

    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 2,681 shares
    Change vs previous 13F -306 shares

    1.06% of the 13F portfolio, value $1,302,350.

    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 2,987 shares
    Change vs previous 13F -210 shares

    1.08% of the 13F portfolio, value $1,590,818.

    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).

  8. period ended2024-12-31
    13F 3,197 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,449,138.

    13F-HR 0002032497-25-000001 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).