Long-term investor
Gen Financial Management, Inc. @genfinancialmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002032497).
Record
- Tracked since 2025-12-31 (257 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.2%
- Max drawdown n/a · win rate 60% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 16.5% · long · since 2025-12-31
- VIG · 16.4% · long · since 2025-12-31
- VIGI · 11.4% · long · since 2025-12-31
- FSMD · 9.4% · long · since 2025-12-31
- VGSH · 7.9% · long · since 2025-12-31
- COWZ · 7.5% · long · since 2025-12-31
- DFIS · 6.5% · long · since 2025-12-31
- VCRB · 5.5% · long · since 2025-12-31
- SLYG · 1.9% · long · since 2025-12-31
- MDYG · 1.7% · long · since 2025-12-31
- VOOG · 1.3% · long · since 2025-12-31
- DFAR · 1.1% · long · since 2026-03-31