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BANK OF MONTREAL /CAN/: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on GEN, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 1,980,953 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,980,953 shares
    Change vs previous 13F +247,036 shares

    0.02% of the 13F portfolio, value $49,305,920.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    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 1,733,917 shares
    Change vs previous 13F -105,927 shares

    0.01% of the 13F portfolio, value $32,649,658.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    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 1,839,844 shares
    Change vs previous 13F -63,722 shares

    0.02% of the 13F portfolio, value $50,025,360.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    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 1,903,566 shares
    Change vs previous 13F +39,978 shares

    0.02% of the 13F portfolio, value $54,042,239.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    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 1,863,588 shares
    Change vs previous 13F -258,411 shares

    0.03% of the 13F portfolio, value $54,789,487.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    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 2,121,999 shares
    Change vs previous 13F -24,003 shares

    0.03% of the 13F portfolio, value $56,317,853.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    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 2,146,002 shares
    Change vs previous 13F +121,895 shares

    0.03% of the 13F portfolio, value $58,757,535.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    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 2,024,107 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $55,602,221.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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