Generate Investment Management’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.6M	Buy	37,196 +11,707	+46%	+$4.69M	0.54%	46
2026 Q2	$9.49M	Buy	+25,489	New	+$8.87M	0.39%	66
2025 Q4	–	Sell	-10,157	Closed	-$4.93M	–	98
2025 Q3	$4.93M	Hold	10,157	–	–	0.25%	79
2025 Q2	$4.98M	Buy	+10,157	New	+$4.72M	0.28%	79

Other funds holding RACE

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

DIM

DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return

BIA

Baer Investment Advisory Corte Madera, California $126M AUM 23.69% 1-Year Est. Return

RHDIC

R.H. Dinel Investment Counsel Los Angeles, California $142M AUM 15.9% 1-Year Est. Return

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Generate Investment Management increased its Ferrari (RACE) stake by 46% in Q3 2026, buying an estimated $4.69M and bringing the position to 37,196 shares worth $14.6M. The position accounts for 0.54% of the portfolio, ranked #46.

Generate Investment Management first reported a position in RACE in Q2 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold RACE as of Q3 2026.

Generate Investment Management held 37,196 shares of Ferrari worth $14.6M as of Q3 2026.
Generate Investment Management bought 11,707 Ferrari shares in Q3 2026, an estimated $4.69M.
Ferrari made up 0.54% of Generate Investment Management's portfolio in Q3 2026, its #46 holding.
Generate Investment Management first reported a position in Ferrari in Q2 2025 and has held it in 4 quarters since.
42 funds tracked by Wall St. Rank held Ferrari as of Q3 2026.

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