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Generation Capital Management’s Citigroup C Stock Holding History

Generation Capital Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Sell
15,520
-195
-1% -$25.4K 1.33% 21
2026
Q1 		$1.78M Buy
15,715
+35
+0.2% +$3.99K 1.3% 21
2025
Q4 		$1.83M Buy
15,680
+100
+0.6% +$10.4K 1.19% 25
2025
Q3 		$1.58M Sell
15,580
-305
-2% -$28.9K 1.15% 25
2025
Q2 		$1.35M Sell
15,885
-1,305
-8% -$94.3K 1.07% 29
2025
Q1 		$1.22M Buy
+17,190
New +$1.31M 1.1% 28

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Generation Capital Management's C Position: Q2 2026 in Review

Generation Capital Management reduced its Citigroup (C) stake by 1.2% in Q2 2026, selling an estimated $25.4K and leaving 15,520 shares worth $2.17M. The position accounts for 1.33% of the portfolio, ranked #21.

Generation Capital Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Generation Capital Management held 15,520 shares of Citigroup worth $2.17M as of Q2 2026.
  • Generation Capital Management sold 195 Citigroup shares in Q2 2026, an estimated $25.4K.
  • Citigroup made up 1.33% of Generation Capital Management's portfolio in Q2 2026, its #21 holding.
  • Generation Capital Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,646 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.