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Generation Capital Management LLC: C position timeline

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

Generation Capital Management LLC held 15,520 C 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 15,520 shares
    Change vs previous 13F -195 shares

    1.33% of the 13F portfolio, value $2,172,179.

    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 15,715 shares
    Change vs previous 13F +35 shares

    1.3% of the 13F portfolio, value $1,782,238.

    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 15,680 shares
    Change vs previous 13F +100 shares

    1.19% of the 13F portfolio, value $1,829,699.

    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 15,580 shares
    Change vs previous 13F -305 shares

    1.15% of the 13F portfolio, value $1,581,370.

    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 15,885 shares
    Change vs previous 13F -1,305 shares

    1.07% of the 13F portfolio, value $1,352,131.

    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 17,190 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,220,318.

    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).