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Dakota Wealth Management: GEN position timeline

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

Dakota Wealth Management held 244,408 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,408 shares
    Change vs previous 13F +144,164 shares

    0.12% of the 13F portfolio, value $6,083,309.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 100,244 shares
    Change vs previous 13F -83,574 shares

    0.04% of the 13F portfolio, value $1,887,595.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 183,818 shares
    Change vs previous 13F +20,764 shares

    0.09% of the 13F portfolio, value $4,998,016.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 163,054 shares
    Change vs previous 13F +83,783 shares

    0.09% of the 13F portfolio, value $4,629,117.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 79,271 shares
    Change vs previous 13F +5,286 shares

    0.05% of the 13F portfolio, value $2,330,568.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 73,985 shares
    Change vs previous 13F +2,580 shares

    0.05% of the 13F portfolio, value $1,963,563.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 71,405 shares
    Change vs previous 13F +37,503 shares

    0.05% of the 13F portfolio, value $1,955,061.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 33,902 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $929,943.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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