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Disclosery

Generation Capital Management LLC: VUG position timeline

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

Generation Capital Management LLC held 17,115 VUG 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 17,115 shares
    Change vs previous 13F +17,115 shares

    0.9% of the 13F portfolio, value $1,474,286.

    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 0 shares
    Change vs previous 13F -424 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 424 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $206,853.

    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 424 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $203,355.

    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).