GEN Financial Management, INC.
All 13F Filings
- Location
- Plymouth, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 161,533
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 51 | 161,533 | 13F-HR | GEN Financial Management, INC. |
| Q4 2025 | 1/15/2026 | 47 | 158,827 | 13F-HR | GEN Financial Management, INC. |
| Q3 2025 | 10/15/2025 | 44 | 115,990 | 13F-HR | GEN Financial Management, INC. |
| Q2 2025 | 7/18/2025 | 44 | 122,296 | 13F-HR | GEN Financial Management, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.12 K | 18.6% | 0 | 46.1 K | -46.1 K |
| ETFs | 131.4 K | 81.4% | 48.81 K | 0 | 48.81 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
161,533
Holdings
51
QoQ value change ($000)
2,706
(1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.