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Generations Wealth, LLC

SEC CIK
0002070529
Latest filing
Aug 11, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Generations Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
352
Value
$329.2K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of COST by Generations Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026352$329.2K0.3%+88+33.3%AddedHolders
Q1 2026264$263.5K0.3%+264NewHolders