AFG
GEN icon

Atomi Financial Group’s Gen Digital GEN Stock Holding History

Atomi Financial Group’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 		$352K Buy
+14,131
New +$316K 0.01% 945
2026
Q1 		– Sell
-13,257
Closed -$360K – 1260
2025
Q4 		$360K Buy
13,257
+1,541
+13% +$41.5K 0.01% 839
2025
Q3 		$333K Buy
11,716
+678
+6% +$20.3K 0.01% 835
2025
Q2 		$325K Sell
11,038
-1,161
-10% -$31.7K 0.01% 778
2025
Q1 		$324K Buy
12,199
+2,974
+32% +$81.5K 0.01% 728
2024
Q4 		$253K Buy
9,225
+435
+5% +$12.5K 0.01% 807
2024
Q3 		$241K Buy
+8,790
New +$226K 0.02% 769

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

Atomi Financial Group's GEN Position: Q2 2026 in Review

Atomi Financial Group opened a new position in Gen Digital (GEN) in Q2 2026: 14,131 shares worth $352K. The stake represents 0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in GEN as recently as Q4 2025.

Atomi Financial Group first reported a position in GEN in Q3 2024 and has held it in 7 quarters since. The position peaked at $360K in Q4 2025. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Atomi Financial Group held 14,131 shares of Gen Digital worth $352K as of Q2 2026.
  • Gen Digital was a new Atomi Financial Group position in Q2 2026.
  • Gen Digital made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #945 holding.
  • Atomi Financial Group first reported a position in Gen Digital in Q3 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Gen Digital position peaked at $360K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.