AllGen Financial Advisors, Inc. quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, AllGen Financial Advisors, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1964809): 2026-03-31 (filed 2026-07-16) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ArchPoint Investors | United States | $0.422B | 80 |
| Lisanti Capital Growth, LLC | United States | $0.422B | 110 |
| Magnitude Capital, LLC | United States | $0.421B | 1 |
| Midwest Professional Planners, LTD. | United States | $0.422B | 142 |
| Rivermont Capital Management LP | United States | $0.421B | 22 |
| Nokomis Capital, L.L.C. | United States | $0.422B | 62 |
| DeDora Capital, Inc. | United States | $0.422B | 115 |
| Sage Capital Advisors,llc | United States | $0.421B | 128 |
| Syverson Strege & Co | United States | $0.423B | 166 |
| G2 Investment Partners Management LLC | United States | $0.421B | 71 |