de Creative Planning Gen Digital GEN Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 3.88 M | Comprar |
155,861
+62,905
| +68% | +USD 1.41 M | ﹤0.01% | 1598 |
|
|
2026
Q1 | USD 1.75 M | Comprar |
92,956
+12,310
| +15% | +USD 285 k | ﹤0.01% | 2007 |
|
|
2025
Q4 | USD 2.19 M | Comprar |
80,646
+3,180
| +4% | +USD 85.6 k | ﹤0.01% | 1657 |
|
|
2025
Q3 | USD 2.2 M | Comprar |
77,466
+2,525
| +3% | +USD 75.5 k | ﹤0.01% | 1472 |
|
|
2025
Q2 | USD 2.2 M | Comprar |
74,941
+6,740
| +10% | +USD 184 k | ﹤0.01% | 1246 |
|
|
2025
Q1 | USD 1.81 M | Comprar |
68,201
+8,806
| +15% | +USD 241 k | ﹤0.01% | 1246 |
|
|
2024
Q4 | USD 1.63 M | Comprar |
59,395
+3,555
| +6% | +USD 102 k | ﹤0.01% | 1276 |
|
|
2024
Q3 | USD 1.53 M | Comprar |
55,840
+3,355
| +6% | +USD 86.1 k | ﹤0.01% | 1226 |
|
|
2024
Q2 | USD 1.31 M | Comprar |
52,485
+11,024
| +27% | +USD 252 k | ﹤0.01% | 1228 |
|
|
2024
Q1 | USD 929 k | Comprar |
41,461
+3,457
| +9% | +USD 76.7 k | ﹤0.01% | 1379 |
|
|
2023
Q4 | USD 867 k | Vender |
38,004
-10,984
| -22% | -USD 218 k | ﹤0.01% | 1312 |
|
|
2023
Q3 | USD 866 k | Vender |
48,988
-3,733
| -7% | -USD 72.8 k | ﹤0.01% | 1237 |
|
|
2023
Q2 | USD 978 k | Comprar |
52,721
+659
| +1% | +USD 11.5 k | ﹤0.01% | 1137 |
|
|
2023
Q1 | USD 893 k | Vender |
52,062
-4,865
| -9% | -USD 97.6 k | ﹤0.01% | 1138 |
|
|
2022
Q4 | USD 1.22 M | Comprar |
56,927
+9,069
| +19% | +USD 200 k | ﹤0.01% | 945 |
|
|
2022
Q3 | USD 964 k | Comprar |
47,858
+3,553
| +8% | +USD 82.2 k | ﹤0.01% | 984 |
|
|
2022
Q2 | USD 973 k | Comprar |
44,305
+4,672
| +12% | +USD 115 k | ﹤0.01% | 993 |
|
|
2022
Q1 | USD 1.05 M | Comprar |
39,633
+8,587
| +28% | +USD 236 k | ﹤0.01% | 958 |
|
|
2021
Q4 | USD 807 k | Vender |
31,046
-3,886
| -11% | -USD 98.3 k | ﹤0.01% | 1054 |
|
|
2021
Q3 | USD 884 k | Comprar |
34,932
+12,276
| +54% | +USD 320 k | ﹤0.01% | 1002 |
|
|
2021
Q2 | USD 617 k | Comprar |
22,656
+2,352
| +12% | +USD 58.6 k | ﹤0.01% | 1166 |
|
|
2021
Q1 | USD 432 k | Comprar |
20,304
+1,335
| +7% | +USD 28 k | ﹤0.01% | 1538 |
|
|
2020
Q4 | USD 394 k | Comprar |
18,969
+1,803
| +11% | +USD 36.4 k | ﹤0.01% | 1453 |
|
|
2020
Q3 | USD 358 k | Comprar |
17,166
+3,065
| +22% | +USD 66.3 k | ﹤0.01% | 1313 |
|
|
2020
Q2 | USD 280 k | Vender |
14,101
-2,608
| -16% | -USD 53.1 k | ﹤0.01% | 1350 |
|
|
2020
Q1 | USD 313 k | Vender |
16,709
-10,112
| -38% | -USD 219 k | ﹤0.01% | 1163 |
|
|
2019
Q4 | USD 684 k | Comprar |
26,821
+1,851
| +7% | +USD 45.2 k | ﹤0.01% | 953 |
|
|
2019
Q3 | USD 590 k | Comprar |
24,970
+122
| +0.5% | +USD 2.85 k | ﹤0.01% | 973 |
|
|
2019
Q2 | USD 541 k | Comprar |
24,848
+1,177
| +5% | +USD 25.3 k | ﹤0.01% | 1035 |
|
|
2019
Q1 | USD 544 k | Vender |
23,671
-2,107
| -8% | -USD 45.9 k | ﹤0.01% | 988 |
|
|
2018
Q4 | USD 487 k | Comprar |
25,778
+1,539
| +6% | +USD 31.8 k | ﹤0.01% | 980 |
|
|
2018
Q3 | USD 516 k | Vender |
24,239
-3,706
| -13% | -USD 75.5 k | ﹤0.01% | 1059 |
|
|
2018
Q2 | USD 577 k | Comprar |
27,945
+3,326
| +14% | +USD 79.9 k | ﹤0.01% | 995 |
|
|
2018
Q1 | USD 636 k | Vender |
24,619
-12,300
| -33% | -USD 335 k | ﹤0.01% | 960 |
|
|
2017
Q4 | USD 1.04 M | Vender |
36,919
-17,077
| -32% | -USD 511 k | ﹤0.01% | 717 |
|
|
2017
Q3 | USD 1.77 M | Comprar |
53,996
+2,842
| +6% | +USD 86.6 k | 0.01% | 503 |
|
|
2017
Q2 | USD 1.44 M | Comprar |
51,154
+1,178
| +2% | +USD 35.6 k | 0.01% | 546 |
|
|
2017
Q1 | USD 1.53 M | Vender |
49,976
-1,173
| -2% | -USD 33.3 k | 0.01% | 519 |
|
|
2016
Q4 | USD 1.22 M | Comprar |
51,149
+778
| +2% | +USD 19.1 k | 0.01% | 554 |
|
|
2016
Q3 | USD 1.26 M | Comprar |
50,371
+12,118
| +32% | +USD 276 k | 0.01% | 517 |
|
|
2016
Q2 | USD 786 k | Vender |
38,253
-6,511
| -15% | -USD 117 k | 0.01% | 591 |
|
|
2016
Q1 | USD 823 k | Comprar |
44,764
+1,487
| +3% | +USD 28.6 k | 0.01% | 558 |
|
|
2015
Q4 | USD 909 k | Comprar |
43,277
+877
| +2% | +USD 17.8 k | 0.01% | 530 |
|
|
2015
Q3 | USD 826 k | Vender |
42,400
-2,895
| -6% | -USD 62.3 k | 0.01% | 538 |
|
|
2015
Q2 | USD 1.05 M | Comprar |
45,295
+2,235
| +5% | +USD 54.5 k | 0.01% | 453 |
|
|
2015
Q1 | USD 1.01 M | Comprar |
43,060
+113
| +0.3% | +USD 2.82 k | 0.01% | 458 |
|
|
2014
Q4 | USD 1.1 M | Comprar |
42,947
+2,789
| +7% | +USD 69.4 k | 0.01% | 423 |
|
|
2014
Q3 | USD 944 k | Comprar |
40,158
+2,925
| +8% | +USD 69.7 k | 0.01% | 419 |
|
|
2014
Q2 | USD 853 k | Vender |
37,233
-1,259
| -3% | -USD 26.8 k | 0.01% | 441 |
|
|
2014
Q1 | USD 769 k | Comprar |
38,492
+6,622
| +21% | +USD 142 k | 0.01% | 454 |
|
|
2013
Q4 | USD 751 k | Comprar |
31,870
+338
| +1% | +USD 7.9 k | 0.01% | 383 |
|
|
2013
Q3 | USD 780 k | Vender |
31,532
-1,886
| -6% | -USD 47.3 k | 0.02% | 322 |
|
|
2013
Q2 | USD 751 k | Comprar |
+33,418
| Nuevas | +USD 786 k | 0.02% | 296 |
|
Otros fondos que tienen GEN en su cartera
Posición de Creative Planning en GEN: resumen de T2 2026
Creative Planning aumentó su participación en Gen Digital (GEN) en 68% durante T2 2026, al comprar aproximadamente USD 1.41 M y elevar la posición a 155,861 acciones con un valor de USD 3.88 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1598.
Creative Planning reportó por primera vez una posición en GEN en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 688 fondos que sigue Wall St. Rank mantienen una posición en GEN.
- Al cierre de T2 2026, Creative Planning tenía 155,861 acciones de Gen Digital con un valor de USD 3.88 M.
- Creative Planning compró 62,905 acciones de Gen Digital en T2 2026, por un monto estimado de USD 1.41 M.
- Gen Digital representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1598.
- Creative Planning reportó por primera vez una posición en Gen Digital en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 688 fondos que sigue Wall St. Rank tenían Gen Digital en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.