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Disclosery

IFP Advisors, Inc: GEN position timeline

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

IFP Advisors, Inc held 23,527 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,527 shares
    Change vs previous 13F -1,395 shares

    0.01% of the 13F portfolio, value $585,587.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 24,922 shares
    Change vs previous 13F +20,606 shares

    0.01% of the 13F portfolio, value $469,281.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 4,316 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $117,352.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 4,392 shares
    Change vs previous 13F -2,925 shares

    <0.01% of the 13F portfolio, value $124,689.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 7,317 shares
    Change vs previous 13F -2,555 shares

    0.01% of the 13F portfolio, value $329,957.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 9,872 shares
    Change vs previous 13F +9,214 shares

    0.01% of the 13F portfolio, value $261,962.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 658 shares
    Change vs previous 13F +293 shares

    <0.01% of the 13F portfolio, value $18,014.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 365 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,010.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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