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Disclosery

GEN Financial Management, INC.: VTEB position timeline

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

GEN Financial Management, INC. held 36,465 VTEB 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 36,465 shares
    Change vs previous 13F +4,700 shares

    0.93% of the 13F portfolio, value $1,726,983.

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

  2. period ended2026-06-30
    13F 31,765 shares
    Change vs previous 13F -4,854 shares

    0.96% of the 13F portfolio, value $1,606,674.

    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 36,619 shares
    Change vs previous 13F -4,223 shares

    1.13% of the 13F portfolio, value $1,826,922.

    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 40,842 shares
    Change vs previous 13F +2,222 shares

    1.29% of the 13F portfolio, value $2,053,945.

    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 38,620 shares
    Change vs previous 13F -14,561 shares

    1.67% of the 13F portfolio, value $1,933,704.

    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 53,181 shares
    Change vs previous 13F -2,521 shares

    2.13% of the 13F portfolio, value $2,607,465.

    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 55,702 shares
    Change vs previous 13F -8,816 shares

    1.87% of the 13F portfolio, value $2,763,934.

    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 64,518 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $3,234,288.

    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).