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Arkadios Wealth Advisors: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on GEN, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 14,921 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,921 shares
    Change vs previous 13F -142,592 shares

    0.01% of the 13F portfolio, value $371,388.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 157,513 shares
    Change vs previous 13F +20,626 shares

    0.05% of the 13F portfolio, value $2,965,960.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 136,887 shares
    Change vs previous 13F -429 shares

    0.07% of the 13F portfolio, value $3,721,949.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 137,316 shares
    Change vs previous 13F +32,104 shares

    0.1% of the 13F portfolio, value $3,898,410.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 105,212 shares
    Change vs previous 13F +90,311 shares

    0.09% of the 13F portfolio, value $3,093,222.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 14,901 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $395,473.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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