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Disclosery

MAI Capital Management: GEN position timeline

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

MAI Capital Management held 24,529 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 24,529 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $610,518.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 24,482 shares
    Change vs previous 13F -289 shares

    <0.01% of the 13F portfolio, value $460,993.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 24,771 shares
    Change vs previous 13F +1,296 shares

    <0.01% of the 13F portfolio, value $673,517.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 23,475 shares
    Change vs previous 13F +554 shares

    <0.01% of the 13F portfolio, value $666,452.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 22,921 shares
    Change vs previous 13F +497 shares

    <0.01% of the 13F portfolio, value $673,891.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 22,424 shares
    Change vs previous 13F -931 shares

    <0.01% of the 13F portfolio, value $595,128.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 23,355 shares
    Change vs previous 13F +1,785 shares

    <0.01% of the 13F portfolio, value $639,455.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 21,570 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $591,670.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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