GEN Financial Management, INC. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) to report its institutional investment holdings as of the close of business on September 30, 2026.
The filing was submitted on October 13, 2026, by Client Service Associate Serena Grunenwald on behalf of the firm. The company’s reporting address is listed as 10810 Old County Road 15 Suite 200 in Plymouth, Minnesota.
The document indicates that GEN Financial Management, INC. reported zero equity securities held at the end of the specified period. Consequently, the filing does not disclose a list of specific stocks, options, or other equity positions.
