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Disclosery

CX Institutional: GEN position timeline

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

CX Institutional held 22,786 GEN shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,786 shares
    Change vs previous 13F -119 shares

    0.01% of the 13F portfolio, value $502,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,905 shares
    Change vs previous 13F +5,687 shares

    0.02% of the 13F portfolio, value $570,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,218 shares
    Change vs previous 13F -39,963 shares

    0.01% of the 13F portfolio, value $324,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 57,181 shares
    Change vs previous 13F +1,210 shares

    0.05% of the 13F portfolio, value $1,555,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,971 shares
    Change vs previous 13F +478 shares

    0.05% of the 13F portfolio, value $1,589,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 55,493 shares
    Change vs previous 13F +4,807 shares

    0.06% of the 13F portfolio, value $1,632,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 50,686 shares
    Change vs previous 13F +1,989 shares

    0.05% of the 13F portfolio, value $1,345,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 48,697 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,333,344.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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