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Disclosery

GEN Financial Management, INC.: IVW position timeline

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

GEN Financial Management, INC. held 6,553 IVW 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 6,553 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $932,230.

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

  2. period ended2026-06-30
    13F 6,553 shares
    Change vs previous 13F -359 shares

    0.54% of the 13F portfolio, value $901,235.

    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 6,912 shares
    Change vs previous 13F +377 shares

    0.48% of the 13F portfolio, value $781,817.

    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 6,535 shares
    Change vs previous 13F -34 shares

    0.51% of the 13F portfolio, value $805,505.

    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 6,569 shares
    Change vs previous 13F -204 shares

    0.68% of the 13F portfolio, value $793,010.

    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 6,773 shares
    Change vs previous 13F -32 shares

    0.61% of the 13F portfolio, value $745,708.

    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 6,805 shares
    Change vs previous 13F -128 shares

    0.43% of the 13F portfolio, value $631,709.

    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 6,933 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $703,908.

    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).