Generation Capital Management LLC - Portfolio overview

Generation Capital Management LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. TBIL - RBB FD INC, 8.63%
2. TFLO - ISHARES TR, 5.84%
3. JAAA - JANUS DETROIT STR TR, 5.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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