Apex Wealth Management, LLC: GEN position timeline

Apex Wealth Management, LLC held 0 GEN shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -7,538 shares

   13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 7,538 shares

   Change vs previous 13F +32 shares

   0.15% of the 13F portfolio, value $213,993.

   13F-HR 0001951757-25-001187 filed by Apex Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 7,506 shares

   Change vs previous 13F +7,506 shares

   0.18% of the 13F portfolio, value $220,674.

   13F-HR 0001951757-25-001052 filed by Apex Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -7,439 shares

   13F-HR 0001951757-25-000478 filed by Apex Wealth Management, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 7,439 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $203,687.

   13F-HR 0001951757-25-000265 filed by Apex Wealth Management, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).