Generate Investment Management’s CAVA Group CAVA Stock Holding History

Generate Investment Management’s Portfolio CAVA Stock Details CAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.2M	Buy	+207,421	New	+$13.2M	0.42%	52

Other funds holding CAVA

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Generate Investment Management's CAVA Position: Q3 2026 in Review

Generate Investment Management opened a new position in CAVA Group (CAVA) in Q3 2026: 207,421 shares worth $11.2M. The stake represents 0.42% of the portfolio and ranks #52 among its holdings.

27 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

Generate Investment Management held 207,421 shares of CAVA Group worth $11.2M as of Q3 2026.
CAVA Group was a new Generate Investment Management position in Q3 2026.
CAVA Group made up 0.42% of Generate Investment Management's portfolio in Q3 2026, its #52 holding.
27 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.