SEC Form 13F

GEN Financial Management, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$167,135,048
Positions42

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$27,556,847936,352
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$27,395,424115,778
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$19,038,550203,882
FIDELITY COVINGTON TRUSTFSMDSML MID MLTFCT$15,719,769297,441
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$13,243,238227,547
PACER FDS TRCOWZUS CASH COWS 100$12,473,795200,543
DIMENSIONAL ETF TRUSTDFISINTL SMALL CAP E$10,928,060311,963
VANGUARD MALVERN FDSVCRBCORE BD ETF$9,167,800118,704
SPDR SERIES TRUSTSLYGST STR SP600GRWO$3,099,40626,017
SPDR SERIES TRUSTMDYGST STR SP400GRW$2,766,71824,683

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page