GIM
Generate Investment Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Buy |
171,821
+133,846
| +352% | +$23.1M | 1.64% | 18 |
|
|
2025
Q1 | $8.39M | Sell |
37,975
-76,768
| -67% | -$17M | 0.59% | 52 |
|
|
2024
Q4 | $23.6M | Sell |
114,743
-52,968
| -32% | -$10.9M | 1.65% | 19 |
|
|
2024
Q3 | $30.1M | Sell |
167,711
-3,267
| -2% | -$587K | 2.01% | 13 |
|
|
2024
Q2 | $25.5M | Sell |
170,978
-11,352
| -6% | -$1.69M | 1.5% | 16 |
|
|
2024
Q1 | $29.1M | Hold |
182,330
| – | – | 2.11% | 12 |
|
|
2023
Q4 | $24.2M | Buy |
+182,330
| New | +$24.2M | 2.09% | 13 |
|