Number of Shares
32,028.00
Current Holdings Value*
$2.84 Mil
% of Portfolio
2.32%
Total Estimate Gain
$183,818.26
% of Total Estimate Gain
6.79%

GEN Financial Management, INC.'s SPDR S&P 600 Small Cap Growth ETF Holding Summary

As of 2025-06-30, GEN Financial Management, INC. held 32,028.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $2.84 Mil. This investment constitutes 2.32% of their stock portfolio, and GEN Financial Management, INC. now holds 0.08% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.

The initial trade took place in 2025Q1. And since then GEN Financial Management, INC. has made 2 purchases of SLYG, at an average price of $84.47, for a total of 32,028.00 shares. Based on historical transaction data and SLYG's current price of $90.21, GEN Financial Management, INC.'s estimated gain on his SLYG holdings is $183,818.26, reflecting a 6.79% gain to date.

GEN Financial Management, INC. SLYG ($90.21) Holding Chart

GEN Financial Management, INC. SLYG ($90.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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