Generations Wealth, LLC

CIK

2070529

Location

MADEIRA, OH

Portfolio Value

Micro $1,821,563

Diversification

Highly concentrated

Filing Date

Global Rank

#8,490 / 8,604 ▲ 82 · as of Mar 2026

Top Industry

Household & Personal Products 56.7%

3Y Alpha vs SPY

-36.9%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

-3.8%

SPY

+10.0%

Annualised alpha

-36.6%

Max drawdown

−12.7%

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

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

Top Position

56.7%

−14.3 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

3,872

Highly concentrated−1,592

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	71.1%	$1,295,225	2
Financial Services	18.6%	$339,403	1
Technology	10.3%	$186,935	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

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
PG	PROCTER & GAMBLE Co	−848	7,146	$1,032,168
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CINF	Cincinnati Financial Corp	2,157	$339,403
COST	Costco Wholesale Corp /New	264	$263,057
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
AXP	American Express Co	604	$223,449
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $1,821,563 total · as of Mar 31, 2026

All sectors Consumer Defensive Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,146	-848	$1,032,168	−9.9%	56.66%
CINF	Cincinnati Financial Corp Financial Services	NEW	2,157	NEW	$339,403	NEW	18.63%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	264	NEW	$263,057	NEW	14.44%
MSFT	Microsoft Corp Technology	Held	505	0	$186,935	−23.5%	10.26%