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Disclosery

CHANNEL WEALTH LLC: GENI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHANNEL WEALTH LLC on GENI, newest first. How the timeline and the estimate are built.

CHANNEL WEALTH LLC held 71,087 GENI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,087 shares
    Change vs previous 13F -137,843 shares

    0.1% of the 13F portfolio, value $430,787.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH LLC
    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 208,930 shares
    Change vs previous 13F -52,020 shares

    0.22% of the 13F portfolio, value $925,560.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH LLC
    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 260,950 shares
    Change vs previous 13F -95,468 shares

    0.73% of the 13F portfolio, value $2,875,669.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH LLC
    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 356,418 shares
    Change vs previous 13F +321,214 shares

    1.18% of the 13F portfolio, value $4,412,455.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH LLC
    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 35,204 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $366,122.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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