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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$313K	Buy	4,568 +358	+9%	+$24.8K	0.17%	45
2026 Q2	$293K	Sell	4,210 -377	-8%	-$25.7K	0.18%	36
2026 Q1	$295K	Buy	4,587 +1,031	+29%	+$68K	0.18%	45
2025 Q4	$231K	Buy	3,556 +34	+1%	+$2.21K	0.15%	45
2025 Q3	$227K	Sell	3,522 -2,137	-38%	-$134K	0.2%	43
2025 Q2	$348K	Sell	5,659 -485	-8%	-$28.3K	0.28%	37
2025 Q1	$354K	Buy	6,144 +450	+8%	+$26.2K	0.24%	34
2024 Q4	$326K	Buy	+5,694	New	+$333K	0.21%	40

Other funds holding AOR

CWA

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

GEN Financial Management's AOR Position: Q3 2026 in Review

GEN Financial Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 8.5% in Q3 2026, buying an estimated $24.8K and bringing the position to 4,568 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #45.

GEN Financial Management first reported a position in AOR in Q4 2024 and has held it in 8 quarters since. The position peaked at $354K in Q1 2025. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

GEN Financial Management held 4,568 shares of iShares Core 60/40 Balanced Allocation ETF worth $313K as of Q3 2026.
GEN Financial Management bought 358 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $24.8K.
iShares Core 60/40 Balanced Allocation ETF made up 0.17% of GEN Financial Management's portfolio in Q3 2026, its #45 holding.
GEN Financial Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 8 quarters since.
GEN Financial Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $354K in Q1 2025.
50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.