Aprio Wealth Management
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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
Q3 		$358K Buy
16,248
+154
+1% +$4.27K 0.02% 477
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aprio Wealth Management's GEN Position: Q3 2026 in Review

Aprio Wealth Management increased its Gen Digital (GEN) stake by 0.96% in Q3 2026, buying an estimated $4.27K and bringing the position to 16,248 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #477.

Aprio Wealth Management first reported a position in GEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $401K in Q2 2026. 446 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Aprio Wealth Management held 16,248 shares of Gen Digital worth $358K as of Q3 2026.
  • Aprio Wealth Management bought 154 Gen Digital shares in Q3 2026, an estimated $4.27K.
  • Gen Digital made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #477 holding.
  • Aprio Wealth Management first reported a position in Gen Digital in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Gen Digital position peaked at $401K in Q2 2026.
  • 446 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.