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Cetera Investment Advisers: GEN position timeline

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

Cetera Investment Advisers held 62,169 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,169 shares
    Change vs previous 13F +12,261 shares

    <0.01% of the 13F portfolio, value $1,547,394.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 49,908 shares
    Change vs previous 13F +6,411 shares

    <0.01% of the 13F portfolio, value $939,777.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 43,497 shares
    Change vs previous 13F -5,204 shares

    <0.01% of the 13F portfolio, value $1,182,677.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 48,701 shares
    Change vs previous 13F +14,281 shares

    <0.01% of the 13F portfolio, value $1,382,634.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 34,420 shares
    Change vs previous 13F +1,528 shares

    <0.01% of the 13F portfolio, value $1,011,956.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 32,892 shares
    Change vs previous 13F -7,086 shares

    <0.01% of the 13F portfolio, value $872,954.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 39,978 shares
    Change vs previous 13F +5,748 shares

    <0.01% of the 13F portfolio, value $1,094,597.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $938,921.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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