Generation Capital Management LLC Purchases in Q1 2025

Generation Capital Management LLC

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RWM
Proshares Short Russell2000

ETFs
127K
New
$18.05 - $21.08 $2.3M - $2.69M
127K $2.65B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
73.4K
New
$26.05 - $30.88 $1.91M - $2.27M
73.4K $2.27B
IAU
Ishares Gold Trust

ETFs
26.8K
+ 55.51%
$49.74 - $58.96 $1.33M - $1.58M
75.1K $4.43B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
26.6K
New
$53.69 - $62.68 $1.43M - $1.67M
26.6K $1.6B
SJNK
Spdr Bloomberg Short Term High

ETFs
56.6K
+ 202.05%
$25.08 - $25.64 $1.42M - $1.45M
84.6K $2.13B
C
Citigroup Inc

Financial Services
17.2K
New
$67.23 - $84.63 $1.16M - $1.45M
17.2K $1.22B
PPLT
Abrdn Platinum ETF Trust

ETFs
11.1K
New
N/A
11.1K $1.02B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.6K
+ 12.65%
$50.48 - $51.04 $789K - $798K
139K $7.06B
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.4K
+ 124.08%
$56.17 - $59.71 $697K - $741K
22.4K $1.28B
TFLO
Ishares Treasury Floating Rate

ETFs
11.9K
+ 8.99%
$50.48 - $50.68 $602K - $604K
145K $7.33B
TSLA
Tesla, Inc.

Consumer Cyclical
1.88K
New
$222.15 - $428.22 $417K - $804K
1.88K $487M
PHYS
Sprott Physical Gold Trust

Financial Services
10.6K
New
$20.25 - $24.06 $215K - $256K
10.6K $256M
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.18K
+ 3.6%
$30.71 - $30.87 $128K - $129K
120K $3.71B
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.03%
$117.15 - $158.79 $117 - $159
3.28K $520M
NFLX
Netflix Inc

Communication Services
13
+ 0.55%
$828.4 - $1058.6 $10.8K - $13.8K
2.36K $2.2B
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.02%
$279.74 - $321.29 $280 - $321
4.73K $1.48B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.39K
+ 4.48%
$65.27 - $71.18 $90.8K - $99K
32.4K $2.15B
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
675
+ 1.39%
$21.84 - $23.31 $14.7K - $15.7K
49.3K $1.12B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
529
+ 6.04%
$507.05 - $563.67 $268K - $298K
9.29K $4.78B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
781
+ 5.85%
$27.01 - $28.54 $21.1K - $22.3K
14.1K $395M
MA
Mastercard Inc

Financial Services
1
+ 0.09%
$504.67 - $576.31 $505 - $576
1.08K $590M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.04%
$142.64 - $156.42 $143 - $156
2.44K $366M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.14K
+ 2.31%
$18.61 - $21.28 $21.2K - $24.2K
50.3K $956M
CRM
Salesforce, Inc.

Technology
1.11K
+ 21.1%
$268.36 - $359.95 $297K - $398K
6.34K $1.7B
GOOGL
Alphabet Inc.

Communication Services
140
+ 1.45%
$154.33 - $206.19 $21.6K - $28.9K
9.77K $1.51B
AAPL
Apple Inc.

Technology
315
+ 1.32%
$209.68 - $247.1 $66K - $77.8K
24.2K $5.38B
GOOG
Alphabet Inc.

Communication Services
136
+ 0.53%
$156.06 - $207.71 $21.2K - $28.2K
26K $4.07B
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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