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Disclosery

Generate Investment Management Ltd: WMT position timeline

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

Generate Investment Management Ltd held 0 WMT 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 0 shares
    Change vs previous 13F -187,126 shares

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

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

  2. period ended2026-06-30
    13F 187,126 shares
    Change vs previous 13F +187,126 shares

    0.87% of the 13F portfolio, value $21,193,891.

    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 0 shares
    Change vs previous 13F -60,000 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.

  4. period ended2025-12-31
    13F 60,000 shares
    Change vs previous 13F -10,000 shares

    0.3% of the 13F portfolio, value $6,682,800.

    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 70,000 shares
    Change vs previous 13F -118,387 shares

    0.37% of the 13F portfolio, value $7,214,200.

    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 188,387 shares
    Change vs previous 13F -60,429 shares

    1.02% of the 13F portfolio, value $18,420,481.

    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 248,816 shares
    Change vs previous 13F +153,468 shares

    1.53% of the 13F portfolio, value $21,843,557.

    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 95,348 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $8,614,692.

    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).