Transamerica Financial Advisors, LLC: GEN position timeline

Transamerica Financial Advisors, LLC held 776 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 776 shares

   Change vs previous 13F +396 shares

   <0.01% of the 13F portfolio, value $19,314.

   13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, LLC
   Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 380 shares

   Change vs previous 13F +177 shares

   <0.01% of the 13F portfolio, value $7,169.

   13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 203 shares

   Change vs previous 13F +168 shares

   <0.01% of the 13F portfolio, value $5,514.

   13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 35 shares

   Change vs previous 13F +35 shares

   <0.01% of the 13F portfolio, value $994.

   13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.