Skip to content
Disclosery

Generate Investment Management Ltd: AGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Generate Investment Management Ltd on AGI, newest first. How the timeline and the estimate are built.

Generate Investment Management Ltd held 800,000 AGI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 800,000 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $25,912,000.

    13F-HR 0002025905-26-000007 filed by Generate Investment Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 800,000 shares
    Change vs previous 13F +50,000 shares

    1% of the 13F portfolio, value $24,272,000.

    13F-HR 0002025905-26-000004 filed by Generate Investment Management Ltd
    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 750,000 shares
    Change vs previous 13F -450,000 shares

    1.64% of the 13F portfolio, value $33,322,500.

    13F-HR 0002025905-26-000003 filed by Generate Investment Management Ltd
    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 1,200,000 shares
    Change vs previous 13F +150,000 shares

    2.11% of the 13F portfolio, value $46,296,000.

    13F-HR 0002025905-26-000001 filed by Generate Investment Management Ltd
    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 1,050,000 shares
    Change vs previous 13F +689,536 shares

    1.86% of the 13F portfolio, value $36,603,000.

    13F-HR 0002025905-25-000012 filed by Generate Investment Management Ltd
    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 360,464 shares
    Change vs previous 13F -382,570 shares

    0.53% of the 13F portfolio, value $9,573,924.

    13F-HR 0002025905-25-000004 filed by Generate Investment Management Ltd
    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 743,034 shares
    Change vs previous 13F -75,911 shares

    1.39% of the 13F portfolio, value $19,868,729.

    13F-HR 0002025905-25-000003 filed by Generate Investment Management Ltd
    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 818,945 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $15,101,346.

    13F-HR 0002025905-25-000001 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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