Generation Capital Management’s Verizon VZ Stock Holding History

Generation Capital Management’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,235	Closed	-$729K	–	83
2024 Q4	$729K	Buy	+18,235	New	+$769K	0.63%	36

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Generation Capital Management's VZ Position: Q1 2025 in Review

Generation Capital Management sold out of Verizon (VZ) in Q1 2025, closing a stake of 18,235 shares — an estimated $729K sold.

Generation Capital Management first reported a position in VZ in Q4 2024 and held it in 1 quarter. The position peaked at $729K in Q4 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

Generation Capital Management reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
Generation Capital Management sold 18,235 Verizon shares in Q1 2025, an estimated $729K.
Generation Capital Management first reported a position in Verizon in Q4 2024 and held it in 1 quarter.
Generation Capital Management's Verizon position peaked at $729K in Q4 2024.
3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Generation Capital Management's 13F filing for Q1 2025, filed 9 May 2025.