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Lifeworks Advisors, LLC: GEN position timeline

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

Lifeworks Advisors, LLC held 226,105 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,105 shares
    Change vs previous 13F -8,228 shares

    0.59% of the 13F portfolio, value $5,627,765.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, 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 234,333 shares
    Change vs previous 13F +32,891 shares

    0.57% of the 13F portfolio, value $4,412,497.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, 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 201,442 shares
    Change vs previous 13F -581 shares

    0.71% of the 13F portfolio, value $5,477,202.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, 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 202,023 shares
    Change vs previous 13F -11,321 shares

    0.77% of the 13F portfolio, value $5,735,431.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, 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 213,344 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $6,272,317.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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