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Disclosery

Ellis Investment Partners, LLC: GEN position timeline

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

Ellis Investment Partners, LLC held 59,212 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 59,212 shares
    Change vs previous 13F +11,804 shares

    0.22% of the 13F portfolio, value $1,473,810.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 47,408 shares
    Change vs previous 13F +3,909 shares

    0.15% of the 13F portfolio, value $892,705.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 43,499 shares
    Change vs previous 13F +3,212 shares

    0.21% of the 13F portfolio, value $1,182,740.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 40,287 shares
    Change vs previous 13F +61 shares

    0.21% of the 13F portfolio, value $1,143,772.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 40,226 shares
    Change vs previous 13F +580 shares

    0.23% of the 13F portfolio, value $1,182,642.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 39,646 shares
    Change vs previous 13F -1,474 shares

    0.22% of the 13F portfolio, value $1,052,197.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, LLC
    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 41,120 shares
    Change vs previous 13F -817 shares

    0.22% of the 13F portfolio, value $1,125,854.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, LLC
    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 41,937 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,150,340.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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