Back to STT-PG
GEN Financial Management, INC. → STT-PG
GEN Financial Management, INC. STT-PG Position History
State Street Corporation • Banking
Quarters held
15
Latest value
$2.6M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q3 2025 | $843K |
| Q3 2025 | $1.8M |
| Q4 2025 | $2.7M |
| Q4 2025 | $858K |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.8M |
| Q1 2026 | $899K |
| Q1 2026 | $2.3M |
| Q2 2026 | $3.1M |
| Q2 2026 | $938K |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.7M |
| Q3 2026 | $904K |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 25.0K | — | — |
| Q3 2026 | $904K | 6.2K | — | — |
| Q3 2026 | $2.7M | 25.7K | — | — |
| Q2 2026 | $2.8M | 24.7K | — | — |
| Q2 2026 | $938K | 6.2K | — | — |
| Q2 2026 | $3.1M | 26.0K | — | — |
| Q1 2026 | $2.3M | 24.3K | — | — |
| Q1 2026 | $899K | 6.2K | — | — |
| Q1 2026 | $2.8M | 28.6K | — | — |
| Q4 2025 | $1.9M | 20.8K | — | — |
| Q4 2025 | $858K | 6.2K | — | — |
| Q4 2025 | $2.7M | 29.1K | — | — |
| Q3 2025 | $1.8M | 20.1K | — | — |
| Q3 2025 | $843K | 6.0K | — | — |
| Q3 2025 | $2.8M | 29.6K | — | — |