Long-term investor
Mb Generational Wealth, LLC @mbgenerationalwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009056).
Record
- Tracked since 2025-03-31 (563 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days -2.2% · 6 months +1.2% · 1 year -4.5% · all -4.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072877 · 10.9% · long · since 2025-03-31
- 25434V831 · 10.2% · long · since 2025-03-31
- 25434V781 · 8.7% · long · since 2025-03-31
- 46432F339 · 8.7% · long · since 2025-03-31
- 464287101 · 8.2% · long · since 2025-03-31
- 025072349 · 5.7% · long · since 2025-03-31
- 25434V708 · 5.5% · long · since 2025-03-31
- 464288703 · 3.3% · long · since 2025-03-31
- 25434V765 · 3.2% · long · since 2025-03-31
- 25434V716 · 2.5% · long · since 2025-03-31
- 025072372 · 2.3% · long · since 2025-03-31
- 25434V849 · 1.8% · long · since 2025-09-30