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Disclosery

Generation Capital Management LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Generation Capital Management LLC on AVGO, newest first. How the timeline and the estimate are built.

Generation Capital Management LLC held 9,495 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,495 shares
    Change vs previous 13F -55 shares

    2.2% of the 13F portfolio, value $3,586,736.

    13F-HR 0001214659-26-010030 filed by Generation Capital Management LLC
    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 9,550 shares
    Change vs previous 13F -2,249 shares

    2.16% of the 13F portfolio, value $2,955,820.

    13F-HR 0001214659-26-005813 filed by Generation Capital Management LLC
    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 11,799 shares
    Change vs previous 13F -740 shares

    2.65% of the 13F portfolio, value $4,083,634.

    13F-HR 0001214659-26-001664 filed by Generation Capital Management LLC
    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 12,539 shares
    Change vs previous 13F -75 shares

    3% of the 13F portfolio, value $4,136,741.

    13F-HR 0001214659-25-016064 filed by Generation Capital Management LLC
    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 12,614 shares
    Change vs previous 13F -41 shares

    2.75% of the 13F portfolio, value $3,477,049.

    13F-HR 0001214659-25-011913 filed by Generation Capital Management LLC
    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 12,655 shares
    Change vs previous 13F -335 shares

    1.91% of the 13F portfolio, value $2,118,827.

    13F-HR 0001214659-25-007236 filed by Generation Capital Management LLC
    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 12,990 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $3,011,602.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).