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Disclosery

GEN Financial Management, INC.: SCHX position timeline

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

GEN Financial Management, INC. held 922,980 SCHX 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 922,980 shares
    Change vs previous 13F -13,372 shares

    14.97% of the 13F portfolio, value $27,689,396.

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

  2. period ended2026-06-30
    13F 936,352 shares
    Change vs previous 13F +5,239 shares

    16.49% of the 13F portfolio, value $27,556,847.

    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 931,113 shares
    Change vs previous 13F +35,283 shares

    14.78% of the 13F portfolio, value $23,873,727.

    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 895,830 shares
    Change vs previous 13F +176,498 shares

    15.18% of the 13F portfolio, value $24,106,781.

    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 719,332 shares
    Change vs previous 13F -89,536 shares

    16.34% of the 13F portfolio, value $18,947,196.

    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 808,868 shares
    Change vs previous 13F -303,676 shares

    16.16% of the 13F portfolio, value $19,768,735.

    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 1,112,544 shares
    Change vs previous 13F -3,732 shares

    16.64% of the 13F portfolio, value $24,564,958.

    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 1,116,276 shares
    Change vs previous 13F not available

    16.79% of the 13F portfolio, value $25,875,284.

    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).