Stock Taper 
GEN FINANCIAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 574 | $216.83K |
 UnitedHealth Group Incorporated | UNH | 611 | $253.95K |
 Palo Alto Networks, Inc. | PANW | 721 | $245.88K |
 Alphabet Inc. | GOOGL | 858 | $306.62K |
 Amazon.com, Inc. | AMZN | 979 | $233.34K |
 Microsoft Corporation | MSFT | 1.54K | $572.96K |
 Apple Inc. | AAPL | 1.71K | $495.38K |
 Berkshire Hathaway Inc. | BRK-B | 2.34K | $1.17M |
 Pentair plc | PNR | 2.72K | $208.75K |
 Capital Southwest Corporation | CSWC | 26.57K | $631.55K |
 Trinity Capital Inc. | TRIN | 42.65K | $762.92K |
 Hercules Capital, Inc. | HTGC | 76.38K | $1.2M |