Skip to content
Disclosery

GEN Financial Management, INC.: VGSH position timeline

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

GEN Financial Management, INC. held 227,547 VGSH 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 227,547 shares
    Change vs previous 13F +10,045 shares

    7.92% of the 13F portfolio, value $13,243,238.

    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 217,502 shares
    Change vs previous 13F -14,757 shares

    7.88% of the 13F portfolio, value $12,732,572.

    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 232,259 shares
    Change vs previous 13F +39,193 shares

    8.59% of the 13F portfolio, value $13,640,543.

    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 193,066 shares
    Change vs previous 13F -27,332 shares

    9.8% of the 13F portfolio, value $11,361,947.

    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 220,398 shares
    Change vs previous 13F -111,327 shares

    10.59% of the 13F portfolio, value $12,954,976.

    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 331,725 shares
    Change vs previous 13F -5,194 shares

    13.19% of the 13F portfolio, value $19,468,905.

    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 336,919 shares
    Change vs previous 13F not available

    12.72% of the 13F portfolio, value $19,601,997.

    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).