Generate Investment Management 13F: New $15M Stake in BX

Generate Investment Management added a new holding in Blackstone Inc. BX during the quarter, according to a Form 13F filed with the SEC on October 14, 2026. Because 13F reports look backward, the filing shows what the fund held at the end of the period and might not match its current portfolio.

Inside Generate Investment Management's Blackstone Trade

The fund opened a brand-new stake by purchasing 135,000 shares of the alternative asset manager. The reported value of the position came out to $15,132,150. Since this was a new buy, there were no prior shares to compare against.

Other Institutional Activity in Blackstone Inc.

Other large funds also made moves with the stock around that time. Blackrock Inc. reduced its holdings by 758,911 shares, ending with 51,943,245 shares valued at about $5,537,669,381. Vanguard Capital Management LLC grew its holdings by 202,891 shares, ending with 48,510,319 shares worth about $5,171,685,138. Morgan Stanley grew its holdings by 2,349,250 shares, ending with 34,842,332 shares worth about $3,714,541,035. State Street Corporation added 435,581 shares, finishing with 32,463,609 shares valued at about $3,460,945,375. Finally, Charles Schwab Investment Management, Inc. lifted its stake by 2,140,280 shares to hold 23,500,355 shares worth about $2,505,372,860.

Blackstone Inc. Stock Holds Steady

Blackstone shares recently traded around $106.18. The stock has faced downward pressure, sitting below both its 50-day and 200-day moving averages. It trades down from its 52-week high of $165.32 while hovering closer to its 52-week low of $101.73.

Recent Earnings

The firm posted trailing-twelve-month revenue of $15.48 billion alongside earnings of $4.47 per share. The company reports its next financial update on October 22, 2026.

Dividend

The company offers an annual dividend yield of 4.79%, though its payout ratio sits above 100%.

Insider Buying and Selling at Blackstone Inc.

Company insiders were active in the market prior to the filing. Director Ruth M. Porat bought 438 shares. Meanwhile, officer Vikrant Sawhney sold 30,000 shares valued at about $4.07 million, John G. Finley sold 45,000 shares worth roughly $6.62 million, and David Payne sold 9,500 shares at a price of $145.23 for a total of $1.38 million.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock. Oppenheimer maintained an Outperform rating with a $171 target on August 27, 2026. Wells Fargo initiated coverage with an Equal-Weight rating and a $122 target on October 2, 2026. Barclays maintained an Equal-Weight rating with a $124 target on October 8, 2026. TD Cowen maintained a Buy rating with a $144 target on October 12, 2026. UBS maintained a Neutral rating with a $116 target on October 13, 2026. Overall, the stock carries a consensus buy rating and a mean price target of $140.77.

About Blackstone Inc.

Blackstone Inc. is a New York-based alternative asset manager focusing on private equity, real estate, credit, and hedge fund solutions. The firm manages capital for institutional and individual investors across the globe, making its portfolio shifts a focal point for market observers tracking institutional sentiment.

Bottom Line

Generate Investment Management's new position highlights ongoing institutional interest in the asset manager despite recent share price weakness. Investors will look toward the upcoming earnings release on October 22, 2026, for further clues on the company's financial direction. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.