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Disclosery

GEN Financial Management, INC.: VNQ position timeline

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

GEN Financial Management, INC. held 3,628 VNQ 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 3,628 shares
    Change vs previous 13F +3,628 shares

    0.18% of the 13F portfolio, value $325,178.

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

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,709 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 3,709 shares
    Change vs previous 13F -512 shares

    0.2% of the 13F portfolio, value $328,989.

    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 4,221 shares
    Change vs previous 13F -102 shares

    0.24% of the 13F portfolio, value $373,517.

    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 4,323 shares
    Change vs previous 13F +354 shares

    0.34% of the 13F portfolio, value $395,209.

    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 3,969 shares
    Change vs previous 13F +84 shares

    0.29% of the 13F portfolio, value $353,480.

    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 3,885 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $351,748.

    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).