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Calamos Wealth Management’s Gen Digital GEN Stock Holding History

Calamos Wealth Management’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 		– Sell
-13,112
Closed -$357K – 560
2025
Q4 		$357K Buy
13,112
+528
+4% +$14.2K 0.01% 322
2025
Q3 		$357K Buy
+12,584
New +$376K 0.01% 313
2014
Q4 		– Sell
-29,705
Closed -$698K – 218
2014
Q3 		$698K Buy
29,705
+1,840
+7% +$43.8K 0.2% 158
2014
Q2 		$638K Buy
+27,865
New +$592K 0.18% 171

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Calamos Wealth Management's GEN Position: Q1 2026 in Review

Calamos Wealth Management sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 13,112 shares — an estimated $357K sold.

Calamos Wealth Management first reported a position in GEN in Q2 2014 and held it in 4 quarters. The position peaked at $698K in Q3 2014. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Calamos Wealth Management reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 13,112 Gen Digital shares in Q1 2026, an estimated $357K.
  • Calamos Wealth Management first reported a position in Gen Digital in Q2 2014 and held it in 4 quarters.
  • Calamos Wealth Management's Gen Digital position peaked at $698K in Q3 2014.
  • 670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.