Baron Generational GR FD-RetBGRFX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$87.44avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Baron Generational GR FD-Ret (BGRFX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($15K) and Coston, McIsaac & Partners ($0).
- Company
- Baron Generational GR FD-Ret
- CUSIP
- 068278209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 9 shares bought, net +9 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Tucker Asset Management LLC | 0.00% | No change | 159 | $15K |
| Coston, McIsaac & Partners | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is BGRFX's weight in each manager's 13F, not the share of Baron Generational GR FD-Ret the manager owns.