GIM
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Generate Investment Management’s Pultegroup PHM Stock Holding History

Generate Investment Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-189,357
Closed -$20M – 95
2025
Q2 		$20M Buy
+189,357
New +$19.1M 1.11% 30
2025
Q1 		– Sell
-113,497
Closed -$12.4M – 91
2024
Q4 		$12.4M Buy
113,497
+13,203
+13% +$1.71M 0.86% 45
2024
Q3 		$14.4M Sell
100,294
-271,802
-73% -$34.6M 0.96% 39
2024
Q2 		$41M Buy
372,096
+136,508
+58% +$15.5M 2.41% 7
2024
Q1 		$28.4M Buy
235,588
+40,569
+21% +$4.35M 2.06% 16
2023
Q4 		$20.1M Buy
+195,019
New +$16.6M 1.74% 17

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Generate Investment Management's PHM Position: Q3 2025 in Review

Generate Investment Management sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 189,357 shares — an estimated $20M sold.

Generate Investment Management first reported a position in PHM in Q4 2023 and held it in 6 quarters. The position peaked at $41M in Q2 2024. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Generate Investment Management reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Generate Investment Management sold 189,357 Pultegroup shares in Q3 2025, an estimated $20M.
  • Generate Investment Management first reported a position in Pultegroup in Q4 2023 and held it in 6 quarters.
  • Generate Investment Management's Pultegroup position peaked at $41M in Q2 2024.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Generate Investment Management's 13F filing for Q3 2025, filed 20 Oct 2025.