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Avion Wealth’s Gen Digital GEN Stock Holding History

Avion Wealth’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
Q1 		$2K Buy
124
+105
+553% +$2.43K ﹤0.01% 865
2025
Q4 		$0 Buy
19
+2
+12% +$54 ﹤0.01% 1362
2025
Q3 		$0 Buy
+17
New +$508 ﹤0.01% 1323
2025
Q2 		– Sell
-20
Closed – – 1329
2025
Q1 		$0 Buy
+20
New +$548 ﹤0.01% 1149
2024
Q4 		– Sell
-20
Closed – – 1108
2024
Q3 		$0 Buy
+20
New +$513 ﹤0.01% 1131
2023
Q4 		– Sell
-26
Closed – – 1174
2023
Q3 		$0 Buy
+26
New +$507 ﹤0.01% 951
2023
Q2 		– Sell
-22
Closed – – 838
2023
Q1 		$0 Buy
+22
New +$441 ﹤0.01% 621

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avion Wealth's GEN Position: Q1 2026 in Review

Avion Wealth increased its Gen Digital (GEN) stake by 553% in Q1 2026, buying an estimated $2.43K and bringing the position to 124 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Avion Wealth first reported a position in GEN in Q1 2023 and has held it in 7 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Avion Wealth held 124 shares of Gen Digital worth $2K as of Q1 2026.
  • Avion Wealth bought 105 Gen Digital shares in Q1 2026, an estimated $2.43K.
  • Gen Digital made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #865 holding.
  • Avion Wealth first reported a position in Gen Digital in Q1 2023 and has held it in 7 quarters since.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.