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Disclosery

GEN Financial Management, INC.: VOT position timeline

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

GEN Financial Management, INC. held 1,640 VOT 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 1,640 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $479,044.

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

  2. period ended2026-06-30
    13F 1,640 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $502,332.

    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 1,640 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $422,054.

    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 1,640 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $457,790.

    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 1,640 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $481,816.

    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 1,640 shares
    Change vs previous 13F -250 shares

    0.38% of the 13F portfolio, value $466,400.

    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 1,890 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $462,370.

    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 1,890 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $479,588.

    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).