Skip to content
Disclosery

Generation Capital Management LLC: SPY position timeline

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

Generation Capital Management LLC held 6,859 SPY 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 6,859 shares
    Change vs previous 13F -85 shares

    3.14% of the 13F portfolio, value $5,122,095.

    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 6,944 shares
    Change vs previous 13F -212 shares

    3.3% of the 13F portfolio, value $4,515,961.

    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 7,156 shares
    Change vs previous 13F +457 shares

    3.16% of the 13F portfolio, value $4,879,492.

    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 6,699 shares
    Change vs previous 13F -86 shares

    3.23% of the 13F portfolio, value $4,462,740.

    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 6,785 shares
    Change vs previous 13F -161 shares

    3.32% of the 13F portfolio, value $4,192,112.

    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 6,946 shares
    Change vs previous 13F -105 shares

    3.5% of the 13F portfolio, value $3,885,523.

    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 7,051 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $4,132,450.

    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).