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Generation Capital Management LLC

SEC CIK
0002054384
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Generation Capital Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
8,973
Value
$3.35M
% of portfolio
2.1%
Quarters held
7
Since Q4 2024
Holdings of MSFT by Generation Capital Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,973$3.35M2.1%+80+0.9%AddedHolders
Q1 20268,893$3.29M2.4%−55−0.6%ReducedHolders
Q4 20258,948$4.33M2.8%+120+1.4%AddedHolders
Q3 20258,828$4.57M3.3%+9+0.1%AddedHolders
Q2 20258,819$4.39M3.5%+109+1.3%AddedHolders
Q1 20258,710$3.27M2.9%−181−2.0%ReducedHolders
Q4 20248,891$3.75M3.2%–No prior filingHolders