DOSSIER · 13F-HR · Q1 2026
GEN Financial Management, INC.
GEN Financial's family office based in New York, NY — $162M in tracked AUM across 51 positions as of Q1 2026.
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GEN Financial·New York, NY·Family Office
CIK 0002032497 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of GEN Financial Management, INC. 13F Filing
1. Portfolio Overview
The filing for GEN Financial Management, INC. reveals a period of significant expansion and strategic restructuring. As of the report date December 31, 2025, the total portfolio value surged to $158.83M, marking a remarkable increase of +301.5% from the previous quarter's $39.55M. This drastic appreciation indicates a substantial inflow of new capital rather than merely market performance on ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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