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GEN Financial Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

GEN Financial Management’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,277
Closed -$226K – 54
2024
Q4 		$226K Buy
+2,277
New +$226K 0.15% 47

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

GEN Financial Management's BILS Position: Q1 2025 in Review

GEN Financial Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2025, closing a stake of 2,277 shares — an estimated $226K sold.

GEN Financial Management first reported a position in BILS in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2025.

  • GEN Financial Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • GEN Financial Management sold 2,277 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2025, an estimated $226K.
  • GEN Financial Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • GEN Financial Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $226K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2025.

Based on GEN Financial Management's 13F filing for Q1 2025, filed 16 Apr 2025.