Skip to content
Disclosery

Generation Capital Management LLC: WMT position timeline

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

Generation Capital Management LLC held 13,804 WMT 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 13,804 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,563,441.

    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 13,804 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $1,715,561.

    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 13,804 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,537,904.

    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 13,804 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $1,422,640.

    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 13,804 shares
    Change vs previous 13F +88 shares

    1.07% of the 13F portfolio, value $1,349,755.

    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 13,716 shares
    Change vs previous 13F -9,695 shares

    1.08% of the 13F portfolio, value $1,204,128.

    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 23,411 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,115,184.

    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).