GEN Financial Management, INC.
GEN Financial Management, INC. reported 56 holdings worth US$185M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
GEN Financial Management, INC. reported 56 holdings worth US$185M as of Sep 30, 2026. Largest: Berkshire Hathaway Inc., Capital Southwest Corporation and Trinity Capital Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$185M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 2,140 | US$1.07M | 0.58% |
| Capital Southwest Corporation | 44,069 | US$1.02M | 0.55% |
| Trinity Capital Inc. | 53,795 | US$944K | 0.51% |
| Microsoft Corp. | 1,600 | US$821K | 0.44% |
| Apple Inc | 1,699 | US$566K | 0.31% |
| Hercules Capital, Inc. | 21,902 | US$368K | 0.20% |
| Palo Alto Networks, Inc. | 721 | US$286K | 0.15% |
| Alphabet Inc (google) Class C | 740 | US$255K | 0.14% |
| Amazon.com, Inc. | 986 | US$246K | 0.13% |
| Unitedhealth Group Incorporated | 614 | US$225K | 0.12% |
| Prosperity Bancshares, Inc. | 3,380 | US$224K | 0.12% |
| Chevron Corporation | 1,006 | US$205K | 0.11% |
| Broadcom Inc. | 0 | US$0 | 0.00% |