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Disclosery

GEN Financial Management, INC.: DFIS position timeline

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

GEN Financial Management, INC. held 311,963 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,963 shares
    Change vs previous 13F -3,038 shares

    6.54% of the 13F portfolio, value $10,928,060.

    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).

  2. period ended2026-03-31
    13F 315,001 shares
    Change vs previous 13F +8,373 shares

    6.57% of the 13F portfolio, value $10,606,078.

    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).

  3. period ended2025-12-31
    13F 306,628 shares
    Change vs previous 13F +250,061 shares

    6.36% of the 13F portfolio, value $10,100,320.

    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).

  4. period ended2025-09-30
    13F 56,567 shares
    Change vs previous 13F -3,282 shares

    1.54% of the 13F portfolio, value $1,789,216.

    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).

  5. period ended2025-06-30
    13F 59,849 shares
    Change vs previous 13F +49,126 shares

    1.46% of the 13F portfolio, value $1,785,895.

    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).

  6. period ended2025-03-31
    13F 10,723 shares
    Change vs previous 13F +2,401 shares

    0.19% of the 13F portfolio, value $277,083.

    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).

  7. period ended2024-12-31
    13F 8,322 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $204,348.

    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).