GEN Financial Management, INC.
Filing Date
Global Rank
#8,025
/ 8,232
▲ 218
Top Industry
Insurance - Diversified
28.0%
3Y Alpha vs SPY
-15.9%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.7%
SPY
+23.4%
Annualised alpha
-15.9%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.0%
−4.3 pts
Top 5
72.2%
−9.3 pts
Top 10
100.0%
0.0 pts
HHI
1,462
Diversified−408
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.3% | $1,399,438 |
| Financial Services | 31.3% | $1,243,013 |
| Industrials | 14.9% | $590,538 |
| Communication Services | 6.6% | $259,954 |
| Consumer Cyclical | 6.0% | $237,427 |
| Energy | 6.0% | $236,279 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 positions ·
$3,966,649 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,317 | $1,110,306 | 27.99% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,646 | $609,299 | 15.36% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,756 | $445,655 | 11.24% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 1,559 | $352,380 | 8.88% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,113 | $344,484 | 8.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 904 | $259,954 | 6.55% | |
| PNR |
PENTAIR plc
Industrials
|
Reduced | 2,734 | $238,158 | 6.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,140 | $237,427 | 5.99% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,142 | $236,279 | 5.96% | |
| VFL |
abrdn National Municipal Income Fund
Financial Services
|
Held | 13,324 | $132,707 | 3.35% |