GEN Financial Management, INC. IGSB — ISHARES TR

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

AI Ownership Summary

GEN Financial Management, INC. reported ISHARES TR (IGSB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.81% in 2024 Q4. The latest visible filing shows IGSB at 0.22% 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 IGSB 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 ISHARES TR, 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

IGSB was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q4

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.

IGSB stock page GEN Financial Management, INC. fund profile GEN Financial Management, INC. full holdings
How GEN Financial Management, INC. held IGSB — position size vs. price
% of Fund (quarterly)    IGSB 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 UNCHANGED — — — 6,751 — 0% 0.22% $355K 2026-04-16 $52.60
2025 Q4 UNCHANGED — — — 6,751 — 0% 0.22% $357K 2026-01-15 $52.34
2025 Q3 REDUCED — — — 6,751 -198 -2.8% 0.31% $358K 2025-10-15 $51.87
2025 Q2 UNCHANGED — — — 6,949 — 0% 0.30% $367K 2025-07-18 $50.81
2025 Q1 REDUCED 71.3% +1.9% ❌ 6,949 -17,285 -71.3% 0.25% $364K 2025-04-16 $49.79
2024 Q4 INITIATED — — — 24,234 — — 0.81% $1.3M 2025-01-24 $49.05

🏢 Other funds also holding IGSB

As of 2026 Q1 — sorted by position size

JBGlobal.com LLC 19.84% Elevate Capital Advisors, LLC 11.76% Parkside Investments, LLC 3Y 7Y 11.26% Artesa Financial Group, LLC 8.75% Northstar Advisory Group, LLC 3Y 7.41% Ameliora Wealth Management Ltd. 3Y 7.37% SEMITAM BONAM LLC 6.38% Mendota Financial Group, LLC 3Y 5.46% Astoria Strategic Wealth, Inc. 3Y 5.08% Pure Financial Advisors, LLC 3Y 7Y 4.6%

FAQ About GEN Financial Management, INC. and IGSB

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 IGSB?

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

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

The largest reported portfolio weight for IGSB was 0.81% in 2024 Q4.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2026 Q1, when GEN Financial Management, INC. reported 6,751 shares, equal to 0.22% of portfolio, with an estimated market value of $355K.

What does the chart on this IGSB ownership page compare?

The chart compares GEN Financial Management, INC.'s quarterly IGSB 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 IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, GEN Financial Management, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IGSB relative to SPY over the holding period was -9.4%.

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