MB Generational Wealth, LLC
Net buyer this quarter
$204M
8
+$157K
2.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SCZ | $1.36M | 0.67% | Not reported | Not reported | Q4 2023 |
| VLUE | $1.28M | 0.63% | Not reported | Not reported | Q4 2023 |
 GLD | $400K | 0.20% | 0.00% | +7.6% | Q1 2025 |
 GOSS | $365K | 0.18% | 0.45% | +44.7% | Q3 2025 |
 GOOGL | $327K | 0.16% | 0.00% | Not reported | Q4 2025 |
 DFAX | $313K | 0.15% | Not reported | -8.7% | Q4 2023 |
 MU | $206K | 0.10% | 0.00% | New | Q2 2026 |
 ZONE | $23.8K | 0.01% | 0.01% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| SCZ | $1.3M | 0.72% | Not reported | Not reported | Q4 2023 |
| VLUE | $911K | 0.50% | Not reported | Not reported | Q4 2023 |
| GOSS | $503K | 0.28% | 0.65% | -4.6% | Q3 2025 |
| GLD | $434K | 0.24% | 0.00% | -15.6% | Q1 2025 |
| DFAX | $316K | 0.17% | Not reported | Not reported | Q4 2023 |
| GOOGL | $263K | 0.15% | 0.00% | Not reported | Q4 2025 |
 RRGB | $58.9K | 0.03% | 0.11% | New | Q1 2026 |
| ZONE | $10.3K | 0.01% | 0.01% | Not reported | Q3 2025 |
| Q4 2025 | |||||
 GE | $7.04M | 3.73% | 0.00% | New | Q4 2025 |
| GOSS | $4.98M | 2.63% | 0.69% | +13.5% | Q3 2025 |
| SCZ | $1.28M | 0.68% | Not reported | Not reported | Q4 2023 |
| VLUE | $876K | 0.46% | Not reported | Not reported | Q4 2023 |
| GLD | $474K | 0.25% | 0.00% | +4.5% | Q1 2025 |
| DFAX | $304K | 0.16% | Not reported | +0.9% | Q4 2023 |
| GOOGL | $287K | 0.15% | 0.00% | New | Q4 2025 |
| ZONE | $7.54K | 0.00% | 0.01% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| GOSS | $3.72M | 2.36% | 0.61% | New | Q3 2025 |
| SCZ | $1.27M | 0.81% | Not reported | -21.7% | Q4 2023 |
| VLUE | $802K | 0.51% | Not reported | -17.4% | Q4 2023 |
| GLD | $407K | 0.26% | 0.00% | +42.1% | Q1 2025 |
| DFAX | $289K | 0.18% | Not reported | -4.4% | Q4 2023 |
 TSI | $63K | 0.04% | Not reported | -24.3% | Q4 2023 |
| ZONE | $58.6K | 0.04% | 0.26% | New | Q3 2025 |