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Disclosery

GEN Financial Management, INC.: VT position timeline

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

GEN Financial Management, INC. held 8,004 VT 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 8,004 shares
    Change vs previous 13F +475 shares

    0.75% of the 13F portfolio, value $1,256,190.

    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 7,529 shares
    Change vs previous 13F +26 shares

    0.64% of the 13F portfolio, value $1,041,467.

    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 7,503 shares
    Change vs previous 13F +82 shares

    0.67% of the 13F portfolio, value $1,058,398.

    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 7,421 shares
    Change vs previous 13F -1,338 shares

    0.88% of the 13F portfolio, value $1,022,570.

    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 8,759 shares
    Change vs previous 13F -892 shares

    0.92% of the 13F portfolio, value $1,125,767.

    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 9,651 shares
    Change vs previous 13F +232 shares

    0.76% of the 13F portfolio, value $1,119,055.

    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 9,419 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,106,542.

    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).