MB Generational Wealth, LLC

CIK

2009056

Location

SPOKANE, WA

Portfolio Value

Micro $1,270,857

Diversification

Highly concentrated

Filing Date

Global Rank

#8,517 / 8,605 ▼ 424 · as of Mar 2026

Top Industry

Biotechnology 60.2%

3Y Alpha vs SPY

-39.5%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

9 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-40.9%

SPY

+54.1%

Annualised alpha

-39.5%

Max drawdown

−70.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.7%

−15.4 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

3,192

Highly concentrated−1,375

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	39.7%	$504,074	1
Unclassified	34.2%	$434,162	1
Communication Services	20.7%	$263,404	1
Consumer Cyclical	4.6%	$58,893	1
Industrials	0.8%	$10,324	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
GOSS	Gossamer Bio, Inc.	−73,307	1,532,142	$504,074
GLD	Spdr Gold Trust	−186	1,009	$434,162
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
RRGB	Red Robin Gourmet Burgers Inc	20,100	$58,893
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GE	General Electric Co	22,864	$7,042,797
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $1,270,857 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Healthcare Industrials

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOSS	Gossamer Bio, Inc. Healthcare	Reduced	1,532,142	-73,307	$504,074	−89.9%	39.66%
GLD	Spdr Gold Trust	Reduced	1,009	-186	$434,162	−8.3%	34.16%
GOOGL	Alphabet Inc. Communication Services	Held	916	0	$263,404	−8.1%	20.73%
RRGB	Red Robin Gourmet Burgers Inc Consumer Cyclical	NEW	20,100	NEW	$58,893	NEW	4.63%
ZONE	CleanCore Solutions, Inc. Industrials	Held	29,000	0	$10,324	+36.9%	0.81%