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Disclosery

GEN Financial Management, INC.: COWZ position timeline

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

GEN Financial Management, INC. held 199,445 COWZ 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 199,445 shares
    Change vs previous 13F -1,098 shares

    7.2% of the 13F portfolio, value $13,314,955.

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

  2. period ended2026-06-30
    13F 200,543 shares
    Change vs previous 13F -641 shares

    7.46% of the 13F portfolio, value $12,473,795.

    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 201,184 shares
    Change vs previous 13F -1,676 shares

    7.79% of the 13F portfolio, value $12,586,040.

    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 202,860 shares
    Change vs previous 13F +3,678 shares

    7.71% of the 13F portfolio, value $12,251,424.

    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 199,182 shares
    Change vs previous 13F -25,223 shares

    9.87% of the 13F portfolio, value $11,446,978.

    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 224,405 shares
    Change vs previous 13F -85,067 shares

    10.11% of the 13F portfolio, value $12,364,711.

    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 309,472 shares
    Change vs previous 13F +176 shares

    11.48% of the 13F portfolio, value $16,946,660.

    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 309,296 shares
    Change vs previous 13F not available

    11.35% of the 13F portfolio, value $17,485,782.

    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).