Long-term investor

Bridge Generations Wealth Management LLC @bridgegenerationswealthm

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056071).

Record

  • Tracked since 2025-06-30 (431 days), 35 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.2% · 6 months +9.3% · 1 year +14.8% · all +14.8%
  • Max drawdown 0.0% · Sharpe 1.32 · win rate 61% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V708 · 17.5% · long · since 2025-06-30
  • 25434V609 · 11.1% · long · since 2025-06-30
  • 78464A672 · 10.2% · long · since 2025-06-30
  • 464288414 · 7.5% · long · since 2025-06-30
  • 25434V658 · 5.5% · long · since 2025-06-30
  • 25434V732 · 5.2% · long · since 2025-06-30
  • 25434V799 · 4.7% · long · since 2025-06-30
  • 25434V583 · 4.4% · long · since 2025-06-30
  • 25434V575 · 4.0% · long · since 2025-06-30
  • 25434V831 · 3.7% · long · since 2025-06-30
  • 92206C870 · 3.5% · long · since 2025-06-30
  • 46429B747 · 3.2% · long · since 2025-06-30

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