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Disclosery

Generate Investment Management Ltd: WAL position timeline

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

Generate Investment Management Ltd held 120,000 WAL 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 120,000 shares
    Change vs previous 13F +120,000 shares

    0.41% of the 13F portfolio, value $9,864,000.

    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).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -160,000 shares

    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).

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

  3. period ended2025-12-31
    13F 160,000 shares
    Change vs previous 13F +20,000 shares

    0.61% of the 13F portfolio, value $13,451,200.

    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 140,000 shares
    Change vs previous 13F -179,449 shares

    0.62% of the 13F portfolio, value $12,140,800.

    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).

  5. period ended2025-06-30
    13F 319,449 shares
    Change vs previous 13F +28,518 shares

    1.38% of the 13F portfolio, value $24,910,633.

    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 290,931 shares
    Change vs previous 13F -126,144 shares

    1.57% of the 13F portfolio, value $22,352,229.

    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 417,075 shares
    Change vs previous 13F +2,772 shares

    2.44% of the 13F portfolio, value $34,842,445.

    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 414,303 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $35,833,066.

    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).