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Hixon Zuercher, LLC: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hixon Zuercher, LLC on GEN, newest first. How the timeline and the estimate are built.

Hixon Zuercher, LLC held 116,620 GEN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 116,620 shares
    Change vs previous 13F -1,539 shares

    0.74% of the 13F portfolio, value $2,567,963.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 118,159 shares
    Change vs previous 13F -8,934 shares

    0.86% of the 13F portfolio, value $2,940,975.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 127,093 shares
    Change vs previous 13F +42,153 shares

    0.75% of the 13F portfolio, value $2,393,166.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 84,940 shares
    Change vs previous 13F -32,639 shares

    0.7% of the 13F portfolio, value $2,309,527.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 117,579 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,338,063.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).