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Disclosery

Waterloo Capital, L.P.: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on GEN, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 39,828 GEN 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 39,828 shares
    Change vs previous 13F +13,596 shares

    0.06% of the 13F portfolio, value $991,312.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 26,232 shares
    Change vs previous 13F -8,521 shares

    0.03% of the 13F portfolio, value $493,950.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 34,753 shares
    Change vs previous 13F +2,427 shares

    0.07% of the 13F portfolio, value $944,933.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 32,326 shares
    Change vs previous 13F +3,246 shares

    0.07% of the 13F portfolio, value $917,726.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 29,080 shares
    Change vs previous 13F +2,745 shares

    0.07% of the 13F portfolio, value $854,953.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 26,335 shares
    Change vs previous 13F +5,003 shares

    0.06% of the 13F portfolio, value $698,924.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 21,332 shares
    Change vs previous 13F +477 shares

    0.06% of the 13F portfolio, value $584,079.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 20,855 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $572,053.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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