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Chicago Partners Investment Group LLC: GEN position timeline

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

Chicago Partners Investment Group LLC held 22,262 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,262 shares
    Change vs previous 13F +8,398 shares

    0.01% of the 13F portfolio, value $558,097.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 13,864 shares
    Change vs previous 13F -4,303 shares

    0.01% of the 13F portfolio, value $277,133.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 18,167 shares
    Change vs previous 13F +3,377 shares

    0.01% of the 13F portfolio, value $461,630.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 14,790 shares
    Change vs previous 13F +2,062 shares

    0.01% of the 13F portfolio, value $395,047.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 12,728 shares
    Change vs previous 13F +4,353 shares

    0.01% of the 13F portfolio, value $390,504.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group LLC
    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 8,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,169.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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