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Disclosery

Generate Investment Management Ltd: XYZ position timeline

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

Generate Investment Management Ltd held 0 XYZ shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -75,000 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.

  2. period ended2025-06-30
    13F 75,000 shares
    Change vs previous 13F +33,688 shares

    0.28% of the 13F portfolio, value $5,094,750.

    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).

  3. period ended2025-03-31
    13F 41,312 shares
    Change vs previous 13F -46,795 shares

    0.16% of the 13F portfolio, value $2,244,481.

    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).

  4. period ended2024-12-31
    13F 88,107 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,488,214.

    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).