Generation Capital Management LLC
Position in PMO — Franklin Municipal Opportunities Trust
CIK 2054384
PITTSFORD, NY
Position in PMO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$234,304
-$9,099 QoQ
Shares Held
22,748
0.0% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Generation Capital Management LLC holds $531,613 across 2 Asset Management names. PMO ranks #2 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
13,582 | $297,309 | |
| 2 | PMO |
Franklin Municipal Opportunities Trust
This page
|
22,748 | $234,304 |
All Filings in PMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,304 | 22,748 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $243,403 | 22,748 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $173,006 | 16,748 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $165,637 | 16,748 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $170,662 | 16,748 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $231,794 | 22,882 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||