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Robertson Stephens Wealth Management, LLC: GENI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Robertson Stephens Wealth Management, LLC on GENI, newest first. How the timeline and the estimate are built.

Robertson Stephens Wealth Management, LLC held 589,740 GENI 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 589,740 shares
    Change vs previous 13F +95,555 shares

    0.09% of the 13F portfolio, value $3,573,824.

    13F-HR 0001172661-26-002897 filed by Robertson Stephens Wealth Management, 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 494,185 shares
    Change vs previous 13F +4,350 shares

    0.06% of the 13F portfolio, value $2,189,240.

    13F-HR 0001172661-26-001551 filed by Robertson Stephens Wealth Management, 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 489,835 shares
    Change vs previous 13F +212,360 shares

    0.15% of the 13F portfolio, value $5,397,982.

    13F-HR 0001172661-26-000416 filed by Robertson Stephens Wealth Management, 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 277,475 shares
    Change vs previous 13F +64,468 shares

    0.1% of the 13F portfolio, value $3,435,141.

    13F-HR 0001172661-25-004717 filed by Robertson Stephens Wealth Management, 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 213,007 shares
    Change vs previous 13F +11,593 shares

    0.08% of the 13F portfolio, value $2,215,273.

    13F-HR 0001172661-25-002703 filed by Robertson Stephens Wealth Management, LLC
    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 201,414 shares
    Change vs previous 13F +563 shares

    0.08% of the 13F portfolio, value $2,016,154.

    13F-HR 0001172661-25-001510 filed by Robertson Stephens Wealth Management, LLC
    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 200,851 shares
    Change vs previous 13F +64,955 shares

    0.06% of the 13F portfolio, value $1,737,361.

    13F-HR 0001172661-25-000364 filed by Robertson Stephens Wealth Management, LLC
    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 135,896 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,065,425.

    13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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