Skip to content
Disclosery

Generation Capital Management LLC: SPEM position timeline

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

Generation Capital Management LLC held 23,142 SPEM 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 23,142 shares
    Change vs previous 13F +995 shares

    0.74% of the 13F portfolio, value $1,198,293.

    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 22,147 shares
    Change vs previous 13F +17,397 shares

    0.76% of the 13F portfolio, value $1,038,916.

    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 4,750 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $222,347.

    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).