Holdings
Generations Wealth, LLC
As of Jun 30, 2026, Generations Wealth, LLC reported 9 positions worth US$3.4M. Largest: Procter & Gamble Company (the), Nvidia Corporation and Cincinnati Financial Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Procter & Gamble Company (the) | 7,122 | US$1.04M | −24 | Jun 30, 2026 |
| Nvidia Corporation | 2,062 | US$413K | new | Jun 30, 2026 |
| Cincinnati Financial Corporation | 2,157 | US$399K | no change | Jun 30, 2026 |
| Apple Inc | 1,265 | US$366K | new | Jun 30, 2026 |
| Costco Wholesale Corporation | 352 | US$329K | +88 | Jun 30, 2026 |
| Amazon.com, Inc. | 971 | US$231K | new | Jun 30, 2026 |
| Meta Platforms, Inc. | 371 | US$209K | new | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 409 | US$205K | new | Jun 30, 2026 |
| American Express Company | 604 | US$204K | new | Jun 30, 2026 |