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MERCER GLOBAL ADVISORS INC /ADV: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on GEN, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 45,464 GEN shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 45,464 shares
    Change vs previous 13F -7,580 shares

    <0.01% of the 13F portfolio, value $1,131,602.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 53,044 shares
    Change vs previous 13F -97,713 shares

    <0.01% of the 13F portfolio, value $998,824.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 150,757 shares
    Change vs previous 13F -26,220 shares

    0.01% of the 13F portfolio, value $4,099,106.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 176,977 shares
    Change vs previous 13F +32,757 shares

    0.01% of the 13F portfolio, value $5,024,392.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 144,220 shares
    Change vs previous 13F +47,340 shares

    0.01% of the 13F portfolio, value $4,240,075.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 96,880 shares
    Change vs previous 13F +75,764 shares

    0.01% of the 13F portfolio, value $2,571,194.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 21,116 shares
    Change vs previous 13F -1,399 shares

    <0.01% of the 13F portfolio, value $578,165.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 22,515 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $612,598.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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