GEN Financial Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

GEN Financial Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$706K	Buy
2025 Q2	$659K	Sell
2025 Q1	$854K	Sell
2024 Q4	$1M	Buy