MB Generational Wealth, LLC
Top Portfolio Positions
5 positions ·
$1,270,857 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOSS |
Gossamer Bio, Inc.
Healthcare
|
1,532,142 | $504,074 | 39.66% | |
| GLD |
Spdr Gold Trust
|
1,009 | $434,162 | 34.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
916 | $263,404 | 20.73% | |
| RRGB |
Red Robin Gourmet Burgers Inc
Consumer Cyclical
|
20,100 | $58,893 | 4.63% | |
| ZONE |
CleanCore Solutions, Inc.
Industrials
|
29,000 | $10,324 | 0.81% |
Portfolio Trend
9 quarters · across all stocks
Holdings in ZONE
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,324 | 29,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,540 | 29,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $58,580 | 29,000 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||