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Sound Income Strategies, LLC: GEN position timeline

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

Sound Income Strategies, LLC held 216,475 GEN shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 216,475 shares
    Change vs previous 13F +380 shares

    0.22% of the 13F portfolio, value $4,924,813.

    13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 216,095 shares
    Change vs previous 13F +3,359 shares

    0.24% of the 13F portfolio, value $5,378,597.

    13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 212,736 shares
    Change vs previous 13F +18,173 shares

    0.19% of the 13F portfolio, value $3,980,296.

    13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 194,563 shares
    Change vs previous 13F +194,056 shares

    0.24% of the 13F portfolio, value $5,078,097.

    13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 507 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $13,722.

    13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 472 shares
    Change vs previous 13F -499 shares

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

    13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 971 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,758.

    13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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