GEN Financial Management, INC.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2032497
PLYMOUTH, MN
Position in AOA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$838,442
-$31,543 QoQ
Shares Held
9,475
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $838,442 | 9,475 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $869,985 | 9,714 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $705,913 | 8,009 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $659,360 | 7,906 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $853,969 | 11,163 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,002,595 | 13,087 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||