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Disclosery

Ethic Inc.: GEN position timeline

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

Ethic Inc. held 68,623 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,623 shares
    Change vs previous 13F -23,348 shares

    0.02% of the 13F portfolio, value $1,708,032.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 91,971 shares
    Change vs previous 13F -9,275 shares

    0.03% of the 13F portfolio, value $1,731,823.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 101,246 shares
    Change vs previous 13F -1,885 shares

    0.04% of the 13F portfolio, value $2,752,887.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 103,131 shares
    Change vs previous 13F -1,344 shares

    0.05% of the 13F portfolio, value $2,927,894.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 104,475 shares
    Change vs previous 13F +11,462 shares

    0.05% of the 13F portfolio, value $3,059,039.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 93,013 shares
    Change vs previous 13F +8,212 shares

    0.05% of the 13F portfolio, value $2,487,166.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 84,801 shares
    Change vs previous 13F -9,641 shares

    0.05% of the 13F portfolio, value $2,321,864.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 94,442 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,115,512.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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