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Focus Partners Wealth: GEN position timeline

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

Focus Partners Wealth held 121,999 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 121,999 shares
    Change vs previous 13F -294,856 shares

    <0.01% of the 13F portfolio, value $3,036,565.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 416,855 shares
    Change vs previous 13F -25,377 shares

    0.01% of the 13F portfolio, value $7,862,317.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 442,232 shares
    Change vs previous 13F +414,233 shares

    0.01% of the 13F portfolio, value $12,025,653.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 27,999 shares
    Change vs previous 13F +8,873 shares

    <0.01% of the 13F portfolio, value $798,835.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 19,126 shares
    Change vs previous 13F -3,221 shares

    <0.01% of the 13F portfolio, value $562,293.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 22,347 shares
    Change vs previous 13F +1,980 shares

    <0.01% of the 13F portfolio, value $593,121.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 20,367 shares
    Change vs previous 13F +16,574 shares

    <0.01% of the 13F portfolio, value $557,640.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 3,793 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $458,742.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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