MFGM
GENM

Marshall Financial Group (Maryland)’s Genter Capital Municipal Quality Intermediate ETF GENM Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio GENM Stock Details GENM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$597K Buy
57,980
+3,401
+6% +$35K 0.09% 201
2026
Q1 		$559K Buy
54,579
+5,154
+10% +$53.4K 0.09% 196
2025
Q4 		$509K Buy
49,425
+28,085
+132% +$289K 0.1% 201
2025
Q3 		$220K Buy
+21,340
New +$218K 0.04% 243

Other funds holding GENM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
AI
Axos Invest Las Vegas, Nevada $137M AUM 18.06% 1-Year Est. Return

Marshall Financial Group (Maryland)'s GENM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Genter Capital Municipal Quality Intermediate ETF (GENM) stake by 6.2% in Q2 2026, buying an estimated $35K and bringing the position to 57,980 shares worth $597K. The position accounts for 0.09% of the portfolio, ranked #201.

Marshall Financial Group (Maryland) first reported a position in GENM in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold GENM as of Q2 2026.

  • Marshall Financial Group (Maryland) held 57,980 shares of Genter Capital Municipal Quality Intermediate ETF worth $597K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 3,401 Genter Capital Municipal Quality Intermediate ETF shares in Q2 2026, an estimated $35K.
  • Genter Capital Municipal Quality Intermediate ETF made up 0.09% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #201 holding.
  • Marshall Financial Group (Maryland) first reported a position in Genter Capital Municipal Quality Intermediate ETF in Q3 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held Genter Capital Municipal Quality Intermediate ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.