GEN Financial Management, INC.
GEN Financial Management, INC. reported 42 holdings worth US$167M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
GEN Financial Management, INC. reported 42 holdings worth US$167M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Trinity Capital Inc. and Capital Southwest Corporation. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 42
- Value as reported
- US$167M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 2,336 | US$1.17M | 0.70% |
| Trinity Capital Inc. | 42,645 | US$763K | 0.46% |
| Capital Southwest Corporation | 26,569 | US$632K | 0.38% |
| Microsoft Corp. | 1,536 | US$573K | 0.34% |
| Apple Inc | 1,712 | US$495K | 0.30% |
| Alphabet Inc (google) Class C | 858 | US$307K | 0.18% |
| Unitedhealth Group Incorporated | 611 | US$254K | 0.15% |
| Palo Alto Networks, Inc. | 721 | US$246K | 0.15% |
| Amazon.com, Inc. | 979 | US$233K | 0.14% |
| Broadcom Inc. | 574 | US$217K | 0.13% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |