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Action Point Financial Planning’s Gen Digital GEN Stock Holding History

Action Point Financial Planning’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 		$7.39K Buy
+299
New +$6.68K ﹤0.01% 1608

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Action Point Financial Planning's GEN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Gen Digital (GEN) in Q2 2026: 299 shares worth $7.39K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings.

682 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Action Point Financial Planning held 299 shares of Gen Digital worth $7.39K as of Q2 2026.
  • Gen Digital was a new Action Point Financial Planning position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1608 holding.
  • 682 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.