GEN Financial Management, INC.
All 13F Filings
- Location
- Plymouth, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 167,135
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 42 | 167,135 | 13F-HR | GEN Financial Management, INC. |
| 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 | 33.29 K | 20.1% | 3.172 K | 0 | 3.172 K |
| ETFs | 132.2 K | 79.7% | 803 | 0 | 803 |
| Debt | 426 | 0.3% | 426 | 0 | 426 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
167,135
Holdings
42
QoQ value change ($000)
5,602
(3.5%)
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.