GEN Financial Management, INC.
•CIK: 2032497•Filing: Q4 2025
**GEN Financial Management, INC.** manages $159M across a diversified portfolio of 47 positions. The strategy shows a significant allocation to established, low-volatility equity sectors, highlighted by top holdings in VIG ($24.9M) and SCHX ($24.1M). Further concentration is evident in VIGI ($18.1M) and VGSH ($13.6M), suggesting a core focus on quality and defensive market exposure. The remaining positions maintain tactical diversification across sectors like FSMD ($13.2M) and COWZ ($12.3M).
Total AUM
$158.8M
QoQ Performance
+36.9%
Positions
25
Top 10 Concentration
81.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
SCHX
VIGI
VGSH
FSMD
COWZ
DFIS
VCRB
VIG15.7%
SCHX15.2%
VIGI11.4%
VGSH8.6%
FSMD8.3%
COWZ7.7%
DFIS6.4%
VCRB5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.5%
Technology0.8%
ETF0.8%
Financial0.7%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑22 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024