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Boxwood Ventures’s Gen Digital GEN Stock Holding History

Boxwood Ventures’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 		$309K Hold
14,023
– – 0.17% 33
2026
Q2 		$349K Hold
14,023
– – 0.21% 32
2026
Q1 		$264K Buy
+14,023
New +$325K 0.28% 30

Other funds holding GEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Boxwood Ventures's GEN Position: Q3 2026 in Review

Boxwood Ventures held its Gen Digital (GEN) position steady in Q3 2026 at 14,023 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #33.

Boxwood Ventures first reported a position in GEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $349K in Q2 2026. 505 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Boxwood Ventures held 14,023 shares of Gen Digital worth $309K as of Q3 2026.
  • Boxwood Ventures left its Gen Digital share count unchanged in Q3 2026.
  • Gen Digital made up 0.17% of Boxwood Ventures's portfolio in Q3 2026, its #33 holding.
  • Boxwood Ventures first reported a position in Gen Digital in Q1 2026 and has held it in 3 quarters since.
  • Boxwood Ventures's Gen Digital position peaked at $349K in Q2 2026.
  • 505 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Boxwood Ventures's 13F filing for Q3 2026, filed 12 Nov 2026.