Balance Wealth
GEN icon

Balance Wealth’s Gen Digital GEN Stock Holding History

Balance 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
Q3 		$66 Buy
+3
New +$83 ﹤0.01% 963

Other funds holding GEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Balance Wealth's GEN Position: Q3 2026 in Review

Balance Wealth opened a new position in Gen Digital (GEN) in Q3 2026: 3 shares worth $66. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings.

604 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Balance Wealth held 3 shares of Gen Digital worth $66 as of Q3 2026.
  • Gen Digital was a new Balance Wealth position in Q3 2026.
  • Gen Digital made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #963 holding.
  • 604 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.