SEC Form 13F · Q1 2026

Generations Wealth, LLC

Institutional Holdings Report

13F-HROH
$103.0M
Portfolio Value
29
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Generations Wealth, LLC
CIK
2070529
Accession No.
0002070529-26-000005
Location
MADEIRA, OH
Form Type
13F-HR
Portfolio Value
$103.0M
Holdings Reported
29
Reporting Period
Q1 2026
Filed
May 5, 2026

About this Filing

Generations Wealth, LLC is an institutional investment manager based in MADEIRA, OH reporting approximately $103.0M in 13(f) securities across 29 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.