Question 1

What stocks does ALLGEN FINANCIAL ADVISORS INC hold in its portfolio?

Accepted Answer

ALLGEN FINANCIAL ADVISORS INC's top stock holdings include AAPL, VTI, BND and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ALLGEN FINANCIAL ADVISORS INC's largest stock holdings?

Accepted Answer

ALLGEN FINANCIAL ADVISORS INC's largest stock holdings as of their last filing include AAPL (valued at approximately $1.8 million), VTI (valued at approximately $95.8 million), BND (valued at approximately $46.0 million), BRKB (valued at approximately $1.6 million), MSFT (valued at approximately $1.5 million).

Question 3

When was ALLGEN FINANCIAL ADVISORS INC's last SEC filing?

Accepted Answer

ALLGEN FINANCIAL ADVISORS INC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ALLGEN FINANCIAL ADVISORS INC recently bought or sold?

Accepted Answer

ALLGEN FINANCIAL ADVISORS INC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ALLGEN FINANCIAL ADVISORS INC reported?

Accepted Answer

ALLGEN FINANCIAL ADVISORS INC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ALLGEN FINANCIAL ADVISORS INC invest in?

Accepted Answer

ALLGEN FINANCIAL ADVISORS INC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.