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Strategic Global Advisors, LLC: GEN position timeline

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

Strategic Global Advisors, LLC held 0 GEN shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -168,568 shares

    13F-HR 0001580212-26-000002 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 168,568 shares
    Change vs previous 13F -2,730 shares

    0.72% of the 13F portfolio, value $4,785,646.

    13F-HR 0001580212-25-000003 filed by Strategic Global 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 ended2025-06-30
    13F 171,298 shares
    Change vs previous 13F +10,202 shares

    0.82% of the 13F portfolio, value $5,036,161.

    13F-HR 0001085146-25-005131 filed by Strategic Global 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 ended2025-03-31
    13F 161,096 shares
    Change vs previous 13F +110,209 shares

    0.85% of the 13F portfolio, value $4,275,488.

    13F-HR 0001085146-25-003186 filed by Strategic Global 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 ended2024-12-31
    13F 50,887 shares
    Change vs previous 13F +2,745 shares

    0.25% of the 13F portfolio, value $1,393,286.

    13F-HR 0001085146-25-001558 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 48,142 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,320,535.

    13F-HR 0001085146-24-005761 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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