AWM
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Aprio Wealth Management’s Gen Digital GEN Stock Holding History

Aprio 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 		$401K Buy
16,094
+4
+0% +$89 0.02% 438
2026
Q1 		$303K Buy
16,090
+2,090
+15% +$48.4K 0.02% 482
2025
Q4 		$381K Buy
+14,000
New +$377K 0.02% 371

Other funds holding GEN

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

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

Aprio Wealth Management increased its Gen Digital (GEN) stake by 0.02% in Q2 2026, buying an estimated $89 and bringing the position to 16,094 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #438.

Aprio Wealth Management first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Aprio Wealth Management held 16,094 shares of Gen Digital worth $401K as of Q2 2026.
  • Aprio Wealth Management bought 4 Gen Digital shares in Q2 2026, an estimated $89.
  • Gen Digital made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Aprio Wealth Management first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.