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Generation Capital Management LLC: PMO position timeline

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

Generation Capital Management LLC held 22,748 PMO 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 22,748 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $239,764.

    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 22,748 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $234,304.

    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 22,748 shares
    Change vs previous 13F +6,000 shares

    0.16% of the 13F portfolio, value $243,404.

    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 16,748 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $173,007.

    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 16,748 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $165,638.

    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 16,748 shares
    Change vs previous 13F -6,134 shares

    0.15% of the 13F portfolio, value $170,662.

    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 22,882 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $231,795.

    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).