No active 13F manager changed its position in GENZ last quarter. No open-market insider trades in the last 180 days.
No leg leans either way.
18 tracked 13F filers disclose a position in GENZ as of the latest SEC 13F filings, a combined $1.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP | 19K | $671K | ▼−29% Reduced · −8K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 9K | $327K | ▼−24% Reduced · −3K sh | Q1 2026 | |
| 3 | Jane Street Group, LLC | 8K | $261K | ▼−43% Reduced · −6K sh | Q1 2026 | |
| 4 | LaSalle St. Investment Advisors, LLC | 6K | $223K | —Held | Q2 2026 | |
| 5 | Morgan Stanley | 3K | $93K | ▼−31% Reduced · −1K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 2K | $76K | ▼−34% Reduced · −1K sh | Q1 2026 | |
| 7 | Royal Bank Of Canada | 593 | $20K | —Held | Q1 2026 | |
| 8 | Wilmington Savings Fund Society, FSB | 400 | $15K | —Held | Q2 2026 | |
| 9 | Ashton Thomas Private Wealth, LLC | 219 | $8K | —Held | Q2 2026 | |
| 10 | International Assets Investment Management, LLC | 100 | $4K | —Held | Q2 2026 | |
| 11 | Bank Of Montreal | 100 | $3K | —Held | Q1 2026 | |
| 12 | UBS Group AG | 64 | $2K | ▼−15% Reduced · −11 sh | Q1 2026 | |
| 13 | Private Trust Co Na | 56 | $2K | —Held | Q2 2026 | |
| 14 | Bullock Wealth Management Group | 50 | $2K | —Held | Q2 2026 | |
| 15 | FMR LLC | 25 | $927 | —Held | Q2 2026 | |
| 16 | Rockefeller Capital Management L.P. | 15 | $518 | —Held | Q1 2026 | |
| 17 | Biltmore Family Office, LLC | 5 | $185 | —Held | Q2 2026 | |
| 18 | Copia Wealth Management | 5 | $185 | ▲New +5 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 4 funds | $509.4M |
| Vanguard Ftse Developed ETFVEA | 4 funds | $294.7M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $198.6M |
| Microsoft CorpMSFT | 4 funds | $153.9M |
| Nvidia CorpNVDA | 4 funds | $146.4M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $143.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $126.6M |
| Alphabet Inc-CL CGOOG | 4 funds | $122.4M |
| Johnson & JohnsonJNJ | 4 funds | $101.6M |
| JPMorgan Chase & CoJPM | 4 funds | $101.6M |
| Amazon.com IncAMZN | 4 funds | $94.5M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $92.8M |
Ranked by how many of GENZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GENZ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 8, 2011 | GC Merger Corp. | 10% Owner | Buy (P) 2 lots, same day | 20.7M | $1.2B |
| Apr 7, 2011 | GC Merger Corp. | 10% Owner | Buy (P) | 44.9M | — |
| Apr 6, 2011 | GC Merger Corp. | 10% Owner | Buy (P) | 3.9M | — |
| Aug 31, 2010 | Amello Jason | Corp Contrllr,ChiefAccntOfficr | Sell (S) | 7K | $467K |
| Jul 23, 2010 | Smith Sandford D | Exe VP,President Int'l Group | Sell (S) 3 lots, same day | 32K | $2.1M |
| Jul 12, 2010 | Csimma Zoltan A | SrVP,Chief Human Resources Off | Sell (S) | 64K | $3.4M |
| Jun 11, 2010 | Geraghty James A | Senior Vice President | Sell (S) | 1K | $49K |
| May 27, 2010 | Smith Alan E | Sr VP,Chief Scientific Officer | Sell (S) | 2K | $86K |
| May 25, 2010 | DesRosier Thomas | Sr VP, General Counsel | Sell (S) | 2K | $90K |
| May 25, 2010 | Wyzga Michael S | Executive VP and CFO | Sell (S) | 5K | $231K |
| May 25, 2010 | Termeer Henri A | Chmn, President and CEO, Director | Sell (S) 2 lots, same day | 40K | $1.8M |
| May 25, 2010 | Geraghty James A | Senior Vice President | Sell (S) | 2K | $106K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 0 | 6 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for GENZ
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GENZ/capital-change-brief"
Use Arkolith's capital_change_brief for GENZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GENZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.