Activest Wealth Management’s Gen Digital GEN Stock Holding History

Activest 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	$1.22K	Buy	+49	New	+$1.09K	﹤0.01%	922
2026 Q1	–	Sell	-37	Closed	-$1.01K	–	1276
2025 Q4	$1.01K	Buy	37 +12	+48%	+$323	﹤0.01%	946
2025 Q3	$710	Buy	25 +10	+67%	+$299	﹤0.01%	922
2025 Q2	$441	Sell	15 -119	-89%	-$3.25K	﹤0.01%	880
2025 Q1	$3.56K	Buy	+134	New	+$3.67K	﹤0.01%	556

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

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

Activest Wealth Management opened a new position in Gen Digital (GEN) in Q2 2026: 49 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in GEN as recently as Q4 2025.

Activest Wealth Management first reported a position in GEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.56K in Q1 2025. 122 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Activest Wealth Management held 49 shares of Gen Digital worth $1.22K as of Q2 2026.
Gen Digital was a new Activest Wealth Management position in Q2 2026.
Gen Digital made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #922 holding.
Activest Wealth Management first reported a position in Gen Digital in Q1 2025 and has held it in 5 quarters since.
Activest Wealth Management's Gen Digital position peaked at $3.56K in Q1 2025.
122 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.