Abound Wealth Management’s Gen Digital GEN Stock Holding History

Abound Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$747	Sell	30 -67	-69%	-$1.5K	﹤0.01%	869
2026 Q1	$1.83K	Hold	97	–	–	﹤0.01%	917
2025 Q4	$2.64K	Hold	97	–	–	﹤0.01%	801
2025 Q3	$2.76K	Hold	97	–	–	﹤0.01%	761
2025 Q2	$2.85K	Hold	97	–	–	﹤0.01%	690
2025 Q1	$2.58K	Sell	97 -29	-23%	-$795	﹤0.01%	665
2024 Q4	$3.45K	Hold	126	–	–	﹤0.01%	604
2024 Q3	$3.46K	Hold	126	–	–	﹤0.01%	621
2024 Q2	$3.15K	Hold	126	–	–	﹤0.01%	585
2024 Q1	$2.82K	Sell	126 -1	-0.8%	-$22	﹤0.01%	628
2023 Q4	$2.9K	Buy	127 +1	+0.8%	+$20	﹤0.01%	606
2023 Q3	$2.23K	Hold	126	–	–	﹤0.01%	605
2023 Q2	$2.34K	Hold	126	–	–	﹤0.01%	622
2023 Q1	$2.16K	Buy	126 +65	+107%	+$1.3K	﹤0.01%	581
2022 Q4	$1.31K	Hold	61	–	–	﹤0.01%	591
2022 Q3	$1.23K	Buy	+61	New	+$1.41K	﹤0.01%	574

Other funds holding GEN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Abound Wealth Management's GEN Position: Q2 2026 in Review

Abound Wealth Management reduced its Gen Digital (GEN) stake by 69% in Q2 2026, selling an estimated $1.5K and leaving 30 shares worth $747. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Abound Wealth Management first reported a position in GEN in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.46K in Q3 2024. 121 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Abound Wealth Management held 30 shares of Gen Digital worth $747 as of Q2 2026.
Abound Wealth Management sold 67 Gen Digital shares in Q2 2026, an estimated $1.5K.
Gen Digital made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #869 holding.
Abound Wealth Management first reported a position in Gen Digital in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Gen Digital position peaked at $3.46K in Q3 2024.
121 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.