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Bogart Wealth LLC’s Gen Digital GEN Stock Holding History

Bogart Wealth LLC’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 		$2.74K Buy
110
+32
+41% +$715 ﹤0.01% 1372
2026
Q1 		$1.47K Buy
78
+31
+66% +$717 ﹤0.01% 1345
2025
Q4 		$1.28K Buy
+47
New +$1.26K ﹤0.01% 1266

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's GEN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Gen Digital (GEN) stake by 41% in Q2 2026, buying an estimated $715 and bringing the position to 110 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Bogart Wealth LLC first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Bogart Wealth LLC held 110 shares of Gen Digital worth $2.74K as of Q2 2026.
  • Bogart Wealth LLC bought 32 Gen Digital shares in Q2 2026, an estimated $715.
  • Gen Digital made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1372 holding.
  • Bogart Wealth LLC first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.