GEN Financial Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Sell	5,659 -485	-8%	-$29.9K	0.28%	37
2025 Q1	$354K	Buy	6,144 +450	+8%	+$25.9K	0.24%	34
2024 Q4	$326K	Buy	+5,694	New	+$326K	0.21%	40