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Disclosery

Corient Private Wealth LP: GEN position timeline

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

Corient Private Wealth LP held 162,997 GEN shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 162,997 shares
    Change vs previous 13F +12,482 shares

    0.01% of the 13F portfolio, value $4,056,987.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 150,515 shares
    Change vs previous 13F -33,907 shares

    <0.01% of the 13F portfolio, value $2,818,334.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 184,422 shares
    Change vs previous 13F +32,886 shares

    0.01% of the 13F portfolio, value $5,015,533.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 151,536 shares
    Change vs previous 13F +7,991 shares

    0.01% of the 13F portfolio, value $4,302,083.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 143,545 shares
    Change vs previous 13F +2,481 shares

    0.01% of the 13F portfolio, value $4,220,237.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 141,064 shares
    Change vs previous 13F +10,871 shares

    0.01% of the 13F portfolio, value $3,743,853.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 130,193 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $3,564,711.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 129,672 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,556,916.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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