AllGen Financial Advisors, Inc. current holdings: USA Stocks
AllGen Financial Advisors, Inc. reported $0.03 billion in share positions in stocks (listed in the US), 12 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are IAU, AAPL, BRKB.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 306,180; Value $23,119,689.
- AAPL: Country of operation United States; Class COM; Shares 6,225; Value $1,801,378.
- BRKB: Country of operation —; Class CL B NEW; Shares 3,240; Value $1,621,264.
- MSFT: Country of operation United States; Class COM; Shares 4,083; Value $1,522,976.
Form 13F-HR as filed (SEC CIK 1964809): quarter ended 2026-06-30, filed 2026-07-22. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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