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Disclosery

Vest Financial, LLC: GEN position timeline

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

Vest Financial, LLC held 88,749 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,749 shares
    Change vs previous 13F +30,176 shares

    0.02% of the 13F portfolio, value $2,208,963.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 58,573 shares
    Change vs previous 13F +18,102 shares

    0.01% of the 13F portfolio, value $1,102,930.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 40,471 shares
    Change vs previous 13F +18,228 shares

    0.01% of the 13F portfolio, value $1,100,406.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 22,243 shares
    Change vs previous 13F +6,455 shares

    0.01% of the 13F portfolio, value $631,479.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 15,788 shares
    Change vs previous 13F +2,099 shares

    0.01% of the 13F portfolio, value $464,167.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 13,689 shares
    Change vs previous 13F +5,232 shares

    0.01% of the 13F portfolio, value $363,306.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 8,457 shares
    Change vs previous 13F +1,156 shares

    <0.01% of the 13F portfolio, value $231,553.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 7,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,266.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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