Generation Capital Management LLC
Top Portfolio Positions
48 positions ·
$58,304,605 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,524 | $6,223,945 | 10.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,944 | $4,515,960 | 7.75% | |
| IAU |
Ishares Gold Trust
|
41,891 | $3,693,110 | 6.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,317 | $3,606,611 | 6.19% | |
| NVDA |
Nvidia Corp
Technology
|
20,044 | $3,495,673 | 6.00% | |
| MSFT |
Microsoft Corp
Technology
|
8,893 | $3,291,921 | 5.65% | |
| AVGO |
Broadcom Inc.
Technology
|
9,550 | $2,955,820 | 5.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,974 | $2,293,003 | 3.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,617 | $2,069,394 | 3.55% | |
| C |
Citigroup Inc
Financial Services
|
15,715 | $1,782,238 | 3.06% |
Portfolio Trend
6 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,706,489 | 36,945 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,458,188 | 34,270 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,183,626 | 31,050 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $2,267,888 | 73,442 | Shares | Sole | 2025-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||