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Disclosery

Convergence Financial, LLC: GEN position timeline

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

Convergence Financial, LLC held 92,474 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,474 shares
    Change vs previous 13F +52,917 shares

    0.18% of the 13F portfolio, value $2,301,676.

    13F-HR 0002034001-26-000004 filed by Convergence Financial, 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 39,557 shares
    Change vs previous 13F -922 shares

    0.08% of the 13F portfolio, value $744,860.

    13F-HR 0002034001-26-000003 filed by Convergence Financial, 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 40,479 shares
    Change vs previous 13F -40 shares

    0.16% of the 13F portfolio, value $1,100,623.

    13F-HR 0002034001-26-000001 filed by Convergence Financial, 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 40,519 shares
    Change vs previous 13F +11,952 shares

    0.17% of the 13F portfolio, value $1,150,337.

    13F-HR 0002034001-25-000002 filed by Convergence Financial, 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 28,567 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $839,869.

    13F-HR 0001085146-25-004551 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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