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Disclosery

TrinityPoint Wealth, LLC: GEN position timeline

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

TrinityPoint Wealth, LLC held 56,058 GEN shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 56,058 shares
    Change vs previous 13F +127 shares

    0.22% of the 13F portfolio, value $1,534,876.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 55,931 shares
    Change vs previous 13F +765 shares

    0.22% of the 13F portfolio, value $1,534,192.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 55,166 shares
    Change vs previous 13F +2,146 shares

    0.22% of the 13F portfolio, value $1,378,047.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 53,020 shares
    Change vs previous 13F +24,310 shares

    0.2% of the 13F portfolio, value $1,187,648.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 28,710 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $655,162.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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