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Disclosery

Generate Investment Management Ltd: VRT position timeline

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

Generate Investment Management Ltd held 135,301 VRT 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 135,301 shares
    Change vs previous 13F +106,760 shares

    1.86% of the 13F portfolio, value $45,301,481.

    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 28,541 shares
    Change vs previous 13F +28,541 shares

    0.35% of the 13F portfolio, value $7,151,804.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -127,508 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.

  4. period ended2025-06-30
    13F 127,508 shares
    Change vs previous 13F +32,612 shares

    0.91% of the 13F portfolio, value $16,373,302.

    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).

  5. period ended2025-03-31
    13F 94,896 shares
    Change vs previous 13F -62,023 shares

    0.48% of the 13F portfolio, value $6,851,491.

    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).

  6. period ended2024-12-31
    13F 156,919 shares
    Change vs previous 13F -441,453 shares

    1.25% of the 13F portfolio, value $17,827,568.

    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).

  7. period ended2024-09-30
    13F 598,372 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $59,532,030.

    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).