Lane Generational
SHMD icon

Lane Generational’s SCHMID Group SHMD Stock Holding History

Lane Generational’s Portfolio SHMD Stock Details SHMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.74M Buy
358,892
+107,748
+43% +$455K 1.57% 24
2026
Q2 		$1.57M Sell
251,144
-23,473
-9% -$144K 1.38% 27
2026
Q1 		$1.46M Buy
+274,617
New +$2.11M 1.16% 30

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UBS Group
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Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Evolution Wealth Advisors
Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Lane Generational's SHMD Position: Q3 2026 in Review

Lane Generational increased its SCHMID Group (SHMD) stake by 43% in Q3 2026, buying an estimated $455K and bringing the position to 358,892 shares worth $1.74M. The position accounts for 1.57% of the portfolio, ranked #24.

Lane Generational first reported a position in SHMD in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold SHMD as of Q3 2026.

  • Lane Generational held 358,892 shares of SCHMID Group worth $1.74M as of Q3 2026.
  • Lane Generational bought 107,748 SCHMID Group shares in Q3 2026, an estimated $455K.
  • SCHMID Group made up 1.57% of Lane Generational's portfolio in Q3 2026, its #24 holding.
  • Lane Generational first reported a position in SCHMID Group in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held SCHMID Group as of Q3 2026.

Based on Lane Generational's 13F filing for Q3 2026, filed 9 Nov 2026.