Generations Wealth, LLC
Net seller this quarter
$105M
12
-$3.55M
22.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $17.6M | 16.75% | Not reported | -21.0% | Q4 2025 |
 VOT | $1.65M | 1.57% | Not reported | -19.2% | Q4 2025 |
 PG | $1.04M | 0.99% | 0.00% | -0.3% | Q4 2025 |
 BSVN | $860K | 0.82% | 0.12% | -0.1% | Q4 2025 |
 NVDA | $413K | 0.39% | 0.00% | New | Q2 2026 |
 CINF | $399K | 0.38% | 0.00% | Not reported | Q1 2026 |
 AAPL | $366K | 0.35% | 0.00% | New | Q2 2026 |
 COST | $329K | 0.31% | 0.00% | +33.3% | Q1 2026 |
 AMZN | $231K | 0.22% | 0.00% | New | Q2 2026 |
 META | $209K | 0.20% | Not reported | New | Q2 2026 |
 BRK.B | $205K | 0.19% | Not reported | New | Q2 2026 |
 AXP | $204K | 0.19% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| DFAX | $20.6M | 19.98% | Not reported | -0.1% | Q4 2025 |
| VOT | $1.71M | 1.66% | Not reported | +18.5% | Q4 2025 |
| PG | $1.03M | 1.00% | 0.00% | -10.6% | Q4 2025 |
| BSVN | $867K | 0.84% | 0.12% | -10.6% | Q4 2025 |
| CINF | $339K | 0.33% | 0.00% | New | Q1 2026 |
| COST | $263K | 0.26% | 0.00% | New | Q1 2026 |
 MSFT | $187K | 0.18% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| DFAX | $19.9M | 20.31% | Not reported | New | Q4 2025 |
| VOT | $1.57M | 1.61% | Not reported | New | Q4 2025 |
| PG | $1.15M | 1.17% | 0.00% | New | Q4 2025 |
| BSVN | $974K | 1.00% | 0.13% | New | Q4 2025 |
| MSFT | $244K | 0.25% | 0.00% | New | Q4 2025 |
| AXP | $223K | 0.23% | 0.00% | New | Q4 2025 |