Baird Financial Group
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Baird Financial Group’s Gen Digital GEN Stock Holding History

Baird 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
Q1 		$1.62M Buy
85,906
+6,033
+8% +$140K ﹤0.01% 1117
2025
Q4 		$2.17M Sell
79,873
-36
-0% -$969 ﹤0.01% 1012
2025
Q3 		$2.27M Buy
79,909
+1,741
+2% +$52.1K ﹤0.01% 1007
2025
Q2 		$2.3M Sell
78,168
-1,263
-2% -$34.5K ﹤0.01% 969
2025
Q1 		$2.11M Buy
79,431
+2,620
+3% +$71.8K ﹤0.01% 951
2024
Q4 		$2.1M Buy
76,811
+2,135
+3% +$61.4K ﹤0.01% 955
2024
Q3 		$2.05M Buy
74,676
+613
+0.8% +$15.7K ﹤0.01% 957
2024
Q2 		$1.85M Sell
74,063
-3,413
-4% -$78.1K ﹤0.01% 985
2024
Q1 		$1.74M Buy
77,476
+3,080
+4% +$68.3K ﹤0.01% 991
2023
Q4 		$1.7M Buy
+74,396
New +$1.47M ﹤0.01% 980
2022
Q2 		– Sell
-37,339
Closed -$991K – 1803
2022
Q1 		$991K Buy
+37,339
New +$1.03M ﹤0.01% 1153
2021
Q4 		– Sell
-29,475
Closed -$746K – 1894
2021
Q3 		$746K Buy
+29,475
New +$767K ﹤0.01% 1321
2021
Q1 		– Sell
-32,480
Closed -$675K – 1694
2020
Q4 		$675K Sell
32,480
-3,991
-11% -$80.6K ﹤0.01% 1150
2020
Q3 		$760K Buy
36,471
+2,748
+8% +$59.5K ﹤0.01% 1036
2020
Q2 		$669K Sell
33,723
-628
-2% -$12.8K ﹤0.01% 1063
2020
Q1 		$643K Buy
34,351
+1,117
+3% +$24.2K ﹤0.01% 994
2019
Q4 		$848K Buy
33,234
+426
+1% +$10.4K ﹤0.01% 1010
2019
Q3 		$776K Buy
+32,808
New +$765K ﹤0.01% 1046

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

Baird Financial Group's GEN Position: Q1 2026 in Review

Baird Financial Group increased its Gen Digital (GEN) stake by 7.6% in Q1 2026, buying an estimated $140K and bringing the position to 85,906 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Baird Financial Group first reported a position in GEN in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.3M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Baird Financial Group held 85,906 shares of Gen Digital worth $1.62M as of Q1 2026.
  • Baird Financial Group bought 6,033 Gen Digital shares in Q1 2026, an estimated $140K.
  • Gen Digital made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1117 holding.
  • Baird Financial Group first reported a position in Gen Digital in Q3 2019 and has held it in 18 quarters since.
  • Baird Financial Group's Gen Digital position peaked at $2.3M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.