GEN Financial Management
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GEN Financial Management’s iShares Global Infrastructure ETF IGF Stock Holding History

GEN Financial Management’s Portfolio IGF Stock Details IGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$294K Buy
+4,781
New +$313K 0.16% 48
2026
Q2 		– Sell
-4,927
Closed -$330K – 52
2026
Q1 		$330K Buy
4,927
+20
+0.4% +$1.31K 0.2% 42
2025
Q4 		$301K Buy
4,907
+8
+0.2% +$494 0.19% 42
2025
Q3 		$299K Sell
4,899
-530
-10% -$31.8K 0.26% 39
2025
Q2 		$321K Sell
5,429
-34
-0.6% -$1.94K 0.26% 39
2025
Q1 		$299K Buy
+5,463
New +$293K 0.2% 40

Other funds holding IGF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

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

GEN Financial Management opened a new position in iShares Global Infrastructure ETF (IGF) in Q3 2026: 4,781 shares worth $294K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings. This is a return to the name: GEN Financial Management previously reported a position in IGF as recently as Q1 2026.

GEN Financial Management first reported a position in IGF in Q1 2025 and has held it in 6 quarters since. The position peaked at $330K in Q1 2026. 331 funds tracked by Wall St. Rank hold IGF as of Q3 2026.

  • GEN Financial Management held 4,781 shares of iShares Global Infrastructure ETF worth $294K as of Q3 2026.
  • iShares Global Infrastructure ETF was a new GEN Financial Management position in Q3 2026.
  • iShares Global Infrastructure ETF made up 0.16% of GEN Financial Management's portfolio in Q3 2026, its #48 holding.
  • GEN Financial Management first reported a position in iShares Global Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
  • GEN Financial Management's iShares Global Infrastructure ETF position peaked at $330K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q3 2026.

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