account_balance
Investment manager · 13F filer · SEC CIK 2054384
Generation Capital Management LLC
Reported value$164Mas of Sep 30, 2026
Positions85 10 new, 8 sold out
Top 10 weight46.7%TBIL alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TBILRBB Fd Inc
6.9%Trimmed −10%
GOOGAlphabet Inc.
6.1%Added +2%
TFLOiShares Tr
5.7%Added +4%
JAAAJanus Detroit STR Tr
5.6%Added +3%
VOOVanguard Index FDS
5.1%Added +18%
AAPLApple Inc.
5.0%Added +3%
BNDVanguard Bd Index FDS
3.4%Added +77%
NVDANVIDIA Corp
3.0%Added +8%
SPYSPDR S&P 500 ETF Trust
2.9%Trimmed −8%
MSFTMicrosoft Corp
2.9%Added +3%
AMZNAmazon.com Inc
2.7%Added +6%
SPHQInvesco Exchange Traded Fd T
2.3%Added +20%
TBILRBB Fd Inc
6.9%−10%
GOOGAlphabet Inc.
6.1%
TFLOiShares Tr
5.7%
JAAAJanus Detroit STR Tr
5.6%
VOOVanguard Index FDS
5.1%
AAPLApple Inc.
5.0%+3%
BNDVanguard Bd Index FDS
3.4%
NVDANVIDIA Corp
3.0%
SPYSPDR S&P 500 ETF Trust
2.9%
MSFTAMZNSPHQ2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TBIL RBB Fd Inc 6.9% Trimmed −10%
GOOG Alphabet Inc. 6.1% Added +2%TFLO iShares Tr 5.7% Added +4%
JAAA Janus Detroit STR Tr 5.6% Added +3%
VOO Vanguard Index FDS 5.1% Added +18%
AAPL Apple Inc. 5.0% Added +3%BND Vanguard Bd Index FDS 3.4% Added +77%
NVDA NVIDIA Corp 3.0% Added +8%SPY SPDR S&P 500 ETF Trust 2.9% Trimmed −8%MSFT Microsoft Corp 2.9% Added +3%AMZN Amazon.com Inc 2.7% Added +6%SPHQ Invesco Exchange Traded Fd T 2.3% Added +20%
What changed
Biggest moves since Jun 30, 2026
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