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Disclosery

Generate Investment Management Ltd: SPOT position timeline

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

Generate Investment Management Ltd held 9,046 SPOT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,046 shares
    Change vs previous 13F -7,462 shares

    0.17% of the 13F portfolio, value $4,153,290.

    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).

  2. period ended2026-03-31
    13F 16,508 shares
    Change vs previous 13F -159 shares

    0.39% of the 13F portfolio, value $8,004,894.

    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).

  3. period ended2025-12-31
    13F 16,667 shares
    Change vs previous 13F +16,667 shares

    0.44% of the 13F portfolio, value $9,678,694.

    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).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -20,468 shares

    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).

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

  5. period ended2025-06-30
    13F 20,468 shares
    Change vs previous 13F -4,339 shares

    0.87% of the 13F portfolio, value $15,705,915.

    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).

  6. period ended2025-03-31
    13F 24,807 shares
    Change vs previous 13F +7,018 shares

    0.96% of the 13F portfolio, value $13,644,594.

    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).

  7. period ended2024-12-31
    13F 17,789 shares
    Change vs previous 13F -26,075 shares

    0.56% of the 13F portfolio, value $7,958,443.

    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).

  8. period ended2024-09-30
    13F 43,864 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $16,165,200.

    13F-HR 0002025905-24-000005 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).