GEN Financial Management, INC. MDYG Holdings History
Number of Shares
21,043.00
Current Holdings Value*
$1.83 Mil
% of Portfolio
1.49%
Total Estimate Gain
$128,580.38
% of Total Estimate Gain
7.41%
GEN Financial Management, INC.'s SPDR S&P 400 Mid Cap Growth ETF Holding Summary
As of 2025-06-30, GEN Financial Management, INC. held 21,043.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $1.83 Mil. This investment constitutes 1.49% of their stock portfolio, and GEN Financial Management, INC. now holds 0.08% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.
The initial trade took place in 2025Q1. And since then GEN Financial Management, INC. has made 2 purchases of MDYG, at an average price of $82.46, for a total of 21,043.00 shares. Based on historical transaction data and MDYG's current price of $88.57, GEN Financial Management, INC.'s estimated gain on his MDYG holdings is $128,580.38, reflecting a 7.41% gain to date.
GEN Financial Management, INC. MDYG ($88.57) Holding Chart
GEN Financial Management, INC. MDYG ($88.57) 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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