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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
Q2 		$6.94K Buy
279
+247
+772% +$5.52K ﹤0.01% 528
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 $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

Bruce G. Allen Investments's GEN Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Gen Digital (GEN) stake by 772% in Q2 2026, buying an estimated $5.52K and bringing the position to 279 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Bruce G. Allen Investments first reported a position in GEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3K in Q2 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Bruce G. Allen Investments held 279 shares of Gen Digital worth $6.94K as of Q2 2026.
  • Bruce G. Allen Investments bought 247 Gen Digital shares in Q2 2026, an estimated $5.52K.
  • Gen Digital made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #528 holding.
  • Bruce G. Allen Investments first reported a position in Gen Digital in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Gen Digital position peaked at $10.3K in Q2 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.