Skip to content
Disclosery

Generation Capital Management LLC: VOO position timeline

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

Generation Capital Management LLC held 10,167 VOO 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 10,167 shares
    Change vs previous 13F -72 shares

    4.28% of the 13F portfolio, value $6,982,797.

    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 10,239 shares
    Change vs previous 13F -575 shares

    4.47% of the 13F portfolio, value $6,118,314.

    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 10,814 shares
    Change vs previous 13F +947 shares

    4.4% of the 13F portfolio, value $6,781,784.

    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 9,867 shares
    Change vs previous 13F +476 shares

    4.38% of the 13F portfolio, value $6,042,353.

    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 9,391 shares
    Change vs previous 13F +97 shares

    4.22% of the 13F portfolio, value $5,334,370.

    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 9,294 shares
    Change vs previous 13F +529 shares

    4.3% of the 13F portfolio, value $4,776,280.

    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 8,765 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $4,722,670.

    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).