Generate Investment Management’s Micron Technology MU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$107M	Buy	100,708 +36,092	+56%	+$34.3M	3.99%	7
2026 Q2	$74.6M	Sell	64,616 -137,571	-68%	-$103M	3.07%	9
2026 Q1	$68.3M	Buy	202,187 +101,129	+100%	+$39.6M	3.36%	9
2025 Q4	$28.8M	Buy	101,058 +33,846	+50%	+$7.77M	1.32%	21
2025 Q3	$11.3M	Sell	67,212 -12,788	-16%	-$1.64M	0.57%	49
2025 Q2	$9.86M	Sell	80,000 -169,754	-68%	-$15.9M	0.55%	51
2025 Q1	$21.7M	Buy	249,754 +172,379	+223%	+$16.6M	1.52%	21
2024 Q4	$6.51M	Sell	77,375 -130,952	-63%	-$13.3M	0.46%	69
2024 Q3	$21.6M	Buy	+208,327	New	+$21.8M	1.44%	24

Other funds holding MU

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

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

PBBUPS

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

Generate Investment Management increased its Micron Technology (MU) stake by 56% in Q3 2026, buying an estimated $34.3M and bringing the position to 100,708 shares worth $107M. The position accounts for 3.99% of the portfolio, ranked #7.

Generate Investment Management first reported a position in MU in Q3 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold MU as of Q3 2026.

Generate Investment Management held 100,708 shares of Micron Technology worth $107M as of Q3 2026.
Generate Investment Management bought 36,092 Micron Technology shares in Q3 2026, an estimated $34.3M.
Micron Technology made up 3.99% of Generate Investment Management's portfolio in Q3 2026, its #7 holding.
Generate Investment Management first reported a position in Micron Technology in Q3 2024 and has held it in 9 quarters since.
448 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

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