Gen Financial Management, Inc. Top Holdings and 13F Report (2025) About Gen Financial Management, Inc.Investment ActivityGen Financial Management, Inc. has $154.07 million in total holdings as of December 31, 2024.Gen Financial Management, Inc. owns shares of 56 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Dividend Appreciation ETF $27,925,985Schwab US Large-Cap ETF $25,875,284Vanguard International Dividend Appreciation ETF $25,586,923Vanguard Short-Term Treasury Index ETF $19,601,997Pacer US Cash Cows 100 ETF $17,485,782 Sector AllocationMap of 500 Largest Holdings ofGen Financial Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$27,925,985142,60318.1%ETFSCHXSchwab US Large-Cap ETF$25,875,2841,116,27616.8%ETFVIGIVanguard International Dividend Appreciation ETF$25,586,923319,87716.6%ETFVGSHVanguard Short-Term Treasury Index ETF$19,601,997336,91912.7%ETFCOWZPacer US Cash Cows 100 ETF$17,485,782309,29611.3%ETFVTEBVanguard Tax-Exempt Bond ETF$3,234,28864,5182.1%ETFDFLVDimensional US Large Cap Value ETF$2,120,23970,6041.4%ETFVOOGVanguard S&P 500 Growth ETF$1,697,0554,6361.1%ETFDFICDimensional International Core Equity 2 ETF$1,642,21863,5411.1%ETFIVViShares Core S&P 500 ETF$1,468,7572,4951.0%ETFBRK.BBerkshire Hathaway$1,449,1383,1970.9%FinanceDUHPDimensional US High Profitability ETF$1,327,64339,2910.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,252,89824,2340.8%ManufacturingDFCFDimensional Core Fixed Income ETF$1,224,97729,6820.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,194,36714,5690.8%ManufacturingVTVanguard Total World Stock ETF$1,106,5429,4190.7%ETFFIDELITY ETHEREUM FD$1,082,28432,3940.7%SHSAOAiShares Core 80/20 Aggressive Allocation ETF$1,002,59613,0870.7%ETFUNHUnitedHealth Group$987,1691,9510.6%MedicalMSFTMicrosoft$977,4592,3190.6%Computer and TechnologyVVVanguard Large-Cap ETF$970,1113,5970.6%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$894,72520,9980.6%ETFVBVanguard Small-Cap ETF$876,6873,6490.6%ETFVBKVanguard Small-Cap Growth ETF$820,2962,9290.5%ETFSDYSPDR S&P Dividend ETF$793,7896,0090.5%ETFCMBSiShares CMBS ETF$726,17215,3850.5%ETFIVWiShares S&P 500 Growth ETF$703,9086,9330.5%ETFAMGNAmgen$652,1222,5020.4%MedicalPHParker-Hannifin$601,0499450.4%IndustrialsMBBiShares MBS ETF$568,6006,2020.4%ETFDFSVDimensional US Small Cap Value ETF$546,90017,7680.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$532,1014,1370.3%ETFVUGVanguard Growth ETF$527,4161,2850.3%ETFVOTVanguard Mid-Cap Growth ETF$479,5881,8900.3%ETFAAPLApple$462,4571,8470.3%Computer and TechnologyPNRPentair$445,5344,4270.3%Business ServicesIVEiShares S&P 500 Value ETF$439,7882,3040.3%ETFHONHoneywell International$377,6891,6720.2%Multi-Sector ConglomeratesMMM3M$373,2002,8910.2%Multi-Sector ConglomeratesAORiShares Core 60/40 Balanced Allocation ETF$326,3815,6940.2%ETFBINCiShares Flexible Income Active ETF$324,7616,2430.2%ETFXELXcel Energy$300,9174,4570.2%UtilitiesBSXBoston Scientific$266,0852,9790.2%MedicalAMZNAmazon.com$255,5181,1650.2%Retail/WholesaleIBMInternational Business Machines$248,6281,1310.2%Computer and TechnologyACNAccenture$241,3296860.2%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$225,7652,2770.1%ETFTECHBio-Techne$223,7263,1060.1%MedicalBMYBristol-Myers Squibb$221,9993,9250.1%MedicalNVDANVIDIA$220,1021,6390.1%Computer and TechnologyMCDMcDonald's$210,4617260.1%Retail/WholesaleACWIiShares MSCI ACWI ETF$210,0901,7880.1%ManufacturingCVXChevron$209,0051,4430.1%EnergyDISWalt Disney$208,3371,8710.1%Consumer DiscretionaryDFISDimensional International Small Cap ETF$204,3488,3220.1%ETFVFLabrdn National Municipal Income Fund$134,97313,3240.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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