GEN Financial Management, INC. VIGI — VANGUARD WHITEHALL FDS

Ownership history in GEN Financial Management, INC.  ·  6 quarters on record

AI Ownership Summary

GEN Financial Management, INC. reported VANGUARD WHITEHALL FDS (VIGI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 17.74% in 2025 Q1. The latest visible filing shows VIGI at 11.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VIGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GEN Financial Management, INC.'s position in VANGUARD WHITEHALL FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VIGI was reported at 11.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.74% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIGI stock page GEN Financial Management, INC. fund profile GEN Financial Management, INC. full holdings
How GEN Financial Management, INC. held VIGI — position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 202,792 +4,501 +2.3% 11.11% $17.9M 2026-04-16 $92.67
2025 Q4 REDUCED — — — 198,291 -2,999 -1.5% 11.42% $18.1M 2026-01-15 $92.81
2025 Q3 REDUCED 9.6% +3.3% ❌ 201,290 -21,269 -9.6% 15.54% $18.0M 2025-10-15 $88.85
2025 Q2 REDUCED 29.5% -0.9% ✅ 222,559 -93,112 -29.5% 16.40% $20.1M 2025-07-18 $86.87
2025 Q1 REDUCED — — — 315,671 -4,206 -1.3% 17.74% $26.2M 2025-04-16 $79.67
2024 Q4 INITIATED — — — 319,877 — — 16.61% $25.6M 2025-01-24 $80.36

🏢 Other funds also holding VIGI

As of 2026 Q1 — sorted by position size

Madson Wealth Advisors Inc 7.1% TILIA FIDUCIARY PARTNERS, INC. 3Y 6.09% Navalign, LLC 3Y 5.77% Capital Advantage, Inc. 3Y 7Y 5.04% Keystone Financial Group, Inc. 4.72% Ariston Services Group 4.52% Silver Lake Advisory, LLC 3Y 7Y 4.46% Buttonwood Financial Advisors Inc. 3Y 3.76% Red Mountain Financial, LLC 3.2% Landmark Wealth Management, LLC 3Y 2.96%

FAQ About GEN Financial Management, INC. and VIGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has GEN Financial Management, INC. reported owning VIGI?

GEN Financial Management, INC. reported VIGI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VIGI position in GEN Financial Management, INC.'s portfolio?

The largest reported portfolio weight for VIGI was 17.74% in 2025 Q1.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2026 Q1, when GEN Financial Management, INC. reported 202,792 shares, equal to 11.11% of portfolio, with an estimated market value of $17.9M.

What does the chart on this VIGI ownership page compare?

The chart compares GEN Financial Management, INC.'s quarterly VIGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GEN Financial Management, INC. time their VIGI position?

Based on 13F filing dates vs. subsequent VIGI price moves, GEN Financial Management, INC. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on VIGI relative to SPY over the holding period was -1.2%.

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