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Disclosery

D.A. DAVIDSON & CO.: GEN position timeline

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

D.A. DAVIDSON & CO. held 14,075 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,075 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $350,327.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 14,100 shares
    Change vs previous 13F +679 shares

    <0.01% of the 13F portfolio, value $265,503.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 13,421 shares
    Change vs previous 13F -1,684 shares

    <0.01% of the 13F portfolio, value $364,917.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 15,105 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $428,831.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 15,505 shares
    Change vs previous 13F -478 shares

    <0.01% of the 13F portfolio, value $455,847.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 15,983 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $424,207.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 15,883 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $434,896.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 16,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $441,176.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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