Holdings
GEN Financial Management, INC.
As of Sep 30, 2026, GEN Financial Management, INC. reported 12 positions worth US$6.23M. Largest: Berkshire Hathaway Inc., Capital Southwest Corporation and Trinity Capital Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 2,140 | US$1.07M | −196 | Sep 30, 2026 |
| Capital Southwest Corporation | 44,069 | US$1.02M | +17,500 | Sep 30, 2026 |
| Trinity Capital Inc. | 53,795 | US$944K | +11,150 | Sep 30, 2026 |
| Microsoft Corp. | 1,600 | US$821K | +64 | Sep 30, 2026 |
| Apple Inc | 1,699 | US$566K | −13 | Sep 30, 2026 |
| Hercules Capital, Inc. | 21,902 | US$368K | new | Sep 30, 2026 |
| Palo Alto Networks, Inc. | 721 | US$286K | no change | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 740 | US$255K | −118 | Sep 30, 2026 |
| Amazon.com, Inc. | 986 | US$246K | +7 | Sep 30, 2026 |
| Unitedhealth Group Incorporated | 614 | US$225K | +3 | Sep 30, 2026 |