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Generation Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Generation Capital Management’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Buy
+15,900
New +$1.31M 0.84% 37

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

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

Generation Capital Management opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 15,900 shares worth $1.36M. The stake represents 0.84% of the portfolio and ranks #37 among its holdings.

317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Generation Capital Management held 15,900 shares of ROBO Global Robotics & Automation Index ETF worth $1.36M as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Generation Capital Management position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.84% of Generation Capital Management's portfolio in Q2 2026, its #37 holding.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

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