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Chevy Chase Trust Holdings, LLC: GEN position timeline

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

Chevy Chase Trust Holdings, LLC held 266,151 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,151 shares
    Change vs previous 13F -5,372 shares

    0.02% of the 13F portfolio, value $6,624,498.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 271,523 shares
    Change vs previous 13F -13,010 shares

    0.01% of the 13F portfolio, value $5,112,778.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 284,533 shares
    Change vs previous 13F -1,487 shares

    0.02% of the 13F portfolio, value $7,736,452.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 286,020 shares
    Change vs previous 13F -2,271 shares

    0.02% of the 13F portfolio, value $8,120,107.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 288,291 shares
    Change vs previous 13F +3,855 shares

    0.02% of the 13F portfolio, value $8,475,755.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 284,436 shares
    Change vs previous 13F -190 shares

    0.02% of the 13F portfolio, value $7,548,931.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 284,626 shares
    Change vs previous 13F -5,789 shares

    0.02% of the 13F portfolio, value $7,793,061.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 290,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,966,084.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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