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Bruce G. Allen Investments’s Gen Digital GEN Stock Holding History

Bruce G. Allen Investments’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 		$603 Sell
32
-318
-91% -$7.36K ﹤0.01% 932
2025
Q4 		$9.52K Hold
350
– – 0.01% 482
2025
Q3 		$9.94K Hold
350
– – 0.01% 479
2025
Q2 		$10.3K Buy
350
+318
+994% +$8.69K 0.01% 474
2025
Q1 		$849 Hold
32
– – ﹤0.01% 837
2024
Q4 		$876 Hold
32
– – ﹤0.01% 850
2024
Q3 		$878 Hold
32
– – ﹤0.01% 849
2024
Q2 		$799 Hold
32
– – ﹤0.01% 798
2024
Q1 		$717 Hold
32
– – ﹤0.01% 825
2023
Q4 		$730 Buy
+32
New +$634 ﹤0.01% 875

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bruce G. Allen Investments's GEN Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Gen Digital (GEN) stake by 91% in Q1 2026, selling an estimated $7.36K and leaving 32 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Bruce G. Allen Investments first reported a position in GEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3K in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Bruce G. Allen Investments held 32 shares of Gen Digital worth $603 as of Q1 2026.
  • Bruce G. Allen Investments sold 318 Gen Digital shares in Q1 2026, an estimated $7.36K.
  • Gen Digital made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #932 holding.
  • Bruce G. Allen Investments first reported a position in Gen Digital in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Gen Digital position peaked at $10.3K in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.