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Bare Financial Services’s Gen Digital GEN Stock Holding History

Bare Financial Services’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 		$1.27K Buy
+51
New +$1.14K ﹤0.01% 1285
2025
Q4 		– Sell
-46
Closed -$1.31K – 1606
2025
Q3 		$1.31K Buy
+46
New +$1.38K ﹤0.01% 938

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

Bare Financial Services's GEN Position: Q2 2026 in Review

Bare Financial Services opened a new position in Gen Digital (GEN) in Q2 2026: 51 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in GEN as recently as Q3 2025.

Bare Financial Services first reported a position in GEN in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.31K in Q3 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Bare Financial Services held 51 shares of Gen Digital worth $1.27K as of Q2 2026.
  • Gen Digital was a new Bare Financial Services position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1285 holding.
  • Bare Financial Services first reported a position in Gen Digital in Q3 2025 and has held it in 2 quarters since.
  • Bare Financial Services's Gen Digital position peaked at $1.31K in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.