Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,172,179
+$389,941 QoQ
Shares Held
15,520
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#1,031
of 2,621 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Generation Capital Management LLC holds $4,445,201 across 3 Banks - Diversified names. C ranks #1 (48.9% of the industry book) .
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,172,179 | 15,520 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,782,238 | 15,715 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,829,699 | 15,680 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,581,370 | 15,580 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,352,131 | 15,885 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,220,318 | 17,190 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||