Filer · Institutional
AllGen Financial Advisors,Inc.
CIK 0001964809TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q2 202613F-HR
0002085853-26-000800 · filed 2026-07-22
36
positions
Q1 202613F-HR
0002085853-26-000745 · filed 2026-07-16
40
positions
Q4 202513F-HR
0001705819-26-000011 · filed 2026-01-22
40
positions
Q3 202513F-HR
0001705819-25-000070 · filed 2025-10-29
42
positions
Q2 202513F-HR
0001705819-25-000055 · filed 2025-08-07
42
positions
Q1 202513F-HR
0001705819-25-000033 · filed 2025-05-06
38
positions
Q4 202413F-HR
0001705819-25-000022 · filed 2025-02-13
37
positions
Q3 202413F-HR
0001705819-24-000058 · filed 2024-10-24
40
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.