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Disclosery

Generate Investment Management Ltd: CRM position timeline

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

Generate Investment Management Ltd held 26,032 CRM 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 26,032 shares
    Change vs previous 13F +26,032 shares

    0.22% of the 13F portfolio, value $5,976,166.

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

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -90,608 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 90,608 shares
    Change vs previous 13F -710 shares

    0.83% of the 13F portfolio, value $16,913,795.

    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 91,318 shares
    Change vs previous 13F +71,318 shares

    1.1% of the 13F portfolio, value $24,191,051.

    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 20,000 shares
    Change vs previous 13F +1,822 shares

    0.24% of the 13F portfolio, value $4,740,000.

    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 18,178 shares
    Change vs previous 13F -38,849 shares

    0.28% of the 13F portfolio, value $4,956,959.

    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 57,027 shares
    Change vs previous 13F -15,789 shares

    1.07% of the 13F portfolio, value $15,303,766.

    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 72,816 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $24,344,573.

    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).