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Legacy Capital Group California, Inc.: GEN position timeline

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

Legacy Capital Group California, Inc. held 34,787 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,787 shares
    Change vs previous 13F -751 shares

    0.26% of the 13F portfolio, value $865,848.

    13F-HR 0001765380-26-000239 filed by Legacy Capital Group California, 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 35,538 shares
    Change vs previous 13F +723 shares

    0.25% of the 13F portfolio, value $669,181.

    13F-HR 0001765380-26-000145 filed by Legacy Capital Group California, 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 34,815 shares
    Change vs previous 13F -68 shares

    0.23% of the 13F portfolio, value $946,620.

    13F-HR 0001765380-26-000054 filed by Legacy Capital Group California, 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 34,883 shares
    Change vs previous 13F +214 shares

    0.25% of the 13F portfolio, value $990,328.

    13F-HR 0001765380-25-000482 filed by Legacy Capital Group California, 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 34,669 shares
    Change vs previous 13F -908 shares

    0.28% of the 13F portfolio, value $1,019,269.

    13F-HR 0001765380-25-000250 filed by Legacy Capital Group California, 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 35,577 shares
    Change vs previous 13F -328 shares

    0.33% of the 13F portfolio, value $944,214.

    13F-HR 0001765380-25-000208 filed by Legacy Capital Group California, 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 35,905 shares
    Change vs previous 13F -214 shares

    0.3% of the 13F portfolio, value $983,079.

    13F-HR 0001765380-25-000028 filed by Legacy Capital Group California, 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 36,119 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $990,744.

    13F-HR 0001765380-24-000397 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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