GEN Financial Management
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GEN Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

GEN Financial Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.27M Buy
8,040
+36
+0.4% +$5.71K 0.69% 21
2026
Q2 		$1.26M Buy
8,004
+475
+6% +$72.5K 0.75% 17
2026
Q1 		$1.04M Buy
7,529
+26
+0.3% +$3.74K 0.64% 22
2025
Q4 		$1.06M Buy
7,503
+82
+1% +$11.5K 0.67% 19
2025
Q3 		$1.02M Sell
7,421
-1,338
-15% -$178K 0.88% 19
2025
Q2 		$1.13M Sell
8,759
-892
-9% -$107K 0.92% 17
2025
Q1 		$1.12M Buy
9,651
+232
+2% +$27.8K 0.76% 13
2024
Q4 		$1.11M Buy
+9,419
New +$1.13M 0.72% 16

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

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

GEN Financial Management increased its Vanguard Total World Stock ETF (VT) stake by 0.45% in Q3 2026, buying an estimated $5.71K and bringing the position to 8,040 shares worth $1.27M. The position accounts for 0.69% of the portfolio, ranked #21.

GEN Financial Management first reported a position in VT in Q4 2024 and has held it in 8 quarters since. 596 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • GEN Financial Management held 8,040 shares of Vanguard Total World Stock ETF worth $1.27M as of Q3 2026.
  • GEN Financial Management bought 36 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $5.71K.
  • Vanguard Total World Stock ETF made up 0.69% of GEN Financial Management's portfolio in Q3 2026, its #21 holding.
  • GEN Financial Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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