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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bogart Wealth LLC's GEN Position: Q1 2026 in Review

Bogart Wealth LLC increased its Gen Digital (GEN) stake by 66% in Q1 2026, buying an estimated $717 and bringing the position to 78 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Bogart Wealth LLC first reported a position in GEN in Q4 2025 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Bogart Wealth LLC held 78 shares of Gen Digital worth $1.47K as of Q1 2026.
Bogart Wealth LLC bought 31 Gen Digital shares in Q1 2026, an estimated $717.
Gen Digital made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1345 holding.
Bogart Wealth LLC first reported a position in Gen Digital in Q4 2025 and has held it in 2 quarters since.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.