StockDriftsStockDriftsTop 50 Gen Financial Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 14.97% | 923.0K | $27.7M | -1.43%(-13.37K) | $23.75(+26.89%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 14.55% | 115.3K | $26.9M | -0.37%(-431) | $201.68(+19.51%) | 2026-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 10.5% | 205.7K | $19.4M | +0.88%(+1.80K) | $84.38(+14.11%) | 2026-09-30 | |
| FSMD | FIDELITY COVINGTON TRUST | 7.68% | 288.9K | $14.2M | -2.87%(-8.53K) | $44.08(+11.94%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.29% | 234.2K | $13.5M | +2.92%(+6.63K) | $58.60(-1.64%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 7.2% | 199.4K | $13.3M | -0.55%(-1.10K) | $57.18(+22.81%) | 2026-09-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 6.12% | 312.3K | $11.3M | +0.12%(+370) | $31.47(+13.78%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 4.79% | 120.3K | $8.9M | +1.32%(+1.57K) | $78.01(-5.12%) | 2026-09-30 | |
| JFLX | J P MORGAN EXCHANGE TRADED F | 2.65% | 100.4K | $4.9M | +1088.42%(+91.95K) | $49.65(-1.40%) | 2026-09-30 | |
| SLYG | SPDR SERIES TRUST | 1.48% | 25.7K | $2.7M | -1.31%(-340) | $85.66(+24.29%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.34% |
Gen Financial Management INC reports $184.99M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (15.0%), VIG (14.6%) and VIGI (10.5%). The top 20 holdings account for 87.34% of reported assets. Its disclosed equity book has returned +17.97% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gen Financial Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032497). View Gen Financial Management INC’s 13F filings on SEC