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Generate Investment Management’s United Airlines UAL Stock Holding History

Generate Investment Management’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-50,000
Closed -$6.8M – 104
2026
Q2 		$6.8M Buy
+50,000
New +$5.18M 0.28% 74
2026
Q1 		– Sell
-225,000
Closed -$25.2M – 85
2025
Q4 		$25.2M Sell
225,000
-130,132
-37% -$13.2M 1.15% 25
2025
Q3 		$34.3M Sell
355,132
-58,175
-14% -$5.59M 1.74% 17
2025
Q2 		$32.9M Buy
413,307
+257,288
+165% +$19M 1.83% 16
2025
Q1 		$10.8M Buy
+156,019
New +$14.7M 0.76% 43

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Generate Investment Management sold out of United Airlines (UAL) in Q3 2026, closing a stake of 50,000 shares — an estimated $6.8M sold.

Generate Investment Management first reported a position in UAL in Q1 2025 and held it in 5 quarters. The position peaked at $34.3M in Q3 2025. 77 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Generate Investment Management reported no remaining United Airlines position as of Q3 2026 after selling out during the quarter.
  • Generate Investment Management sold 50,000 United Airlines shares in Q3 2026, an estimated $6.8M.
  • Generate Investment Management first reported a position in United Airlines in Q1 2025 and held it in 5 quarters.
  • Generate Investment Management's United Airlines position peaked at $34.3M in Q3 2025.
  • 77 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

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