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Disclosery

GEN Financial Management, INC.: VIG position timeline

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

GEN Financial Management, INC. held 115,347 VIG 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 115,347 shares
    Change vs previous 13F -431 shares

    14.55% of the 13F portfolio, value $26,911,641.

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

  2. period ended2026-06-30
    13F 115,778 shares
    Change vs previous 13F +2,085 shares

    16.39% of the 13F portfolio, value $27,395,424.

    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 113,693 shares
    Change vs previous 13F +271 shares

    15.14% of the 13F portfolio, value $24,450,853.

    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 113,422 shares
    Change vs previous 13F +23,342 shares

    15.69% of the 13F portfolio, value $24,927,851.

    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 90,080 shares
    Change vs previous 13F -10,470 shares

    16.78% of the 13F portfolio, value $19,462,846.

    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 100,550 shares
    Change vs previous 13F -40,501 shares

    16.85% of the 13F portfolio, value $20,604,484.

    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 141,051 shares
    Change vs previous 13F -1,552 shares

    18.54% of the 13F portfolio, value $27,362,563.

    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 142,603 shares
    Change vs previous 13F not available

    18.13% of the 13F portfolio, value $27,925,985.

    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).