GCM
C icon

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Generation Capital Management's C Position: Q1 2026 in Review

Generation Capital Management increased its Citigroup (C) stake by 0.22% in Q1 2026, buying an estimated $3.99K and bringing the position to 15,715 shares worth $1.78M. The position accounts for 1.3% of the portfolio, ranked #21.

Generation Capital Management first reported a position in C in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Generation Capital Management held 15,715 shares of Citigroup worth $1.78M as of Q1 2026.
  • Generation Capital Management bought 35 Citigroup shares in Q1 2026, an estimated $3.99K.
  • Citigroup made up 1.3% of Generation Capital Management's portfolio in Q1 2026, its #21 holding.
  • Generation Capital Management first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • Generation Capital Management's Citigroup position peaked at $1.83M in Q4 2025.
  • 2,459 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.