CFO
GEN icon

Callan Family Office’s Gen Digital GEN Stock Holding History

Callan Family Office’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 		$1.04M Buy
41,725
+2,816
+7% +$62.9K 0.02% 588
2026
Q1 		$733K Buy
38,909
+12,223
+46% +$283K 0.02% 641
2025
Q4 		$726K Buy
26,686
+8,361
+46% +$225K 0.02% 650
2025
Q3 		$520K Sell
18,325
-3,445
-16% -$103K 0.02% 516
2025
Q2 		$640K Buy
21,770
+13,752
+172% +$376K 0.02% 510
2025
Q1 		$213K Buy
+8,018
New +$220K 0.02% 513

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

Callan Family Office's GEN Position: Q2 2026 in Review

Callan Family Office increased its Gen Digital (GEN) stake by 7.2% in Q2 2026, buying an estimated $62.9K and bringing the position to 41,725 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #588.

Callan Family Office first reported a position in GEN in Q1 2025 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Callan Family Office held 41,725 shares of Gen Digital worth $1.04M as of Q2 2026.
  • Callan Family Office bought 2,816 Gen Digital shares in Q2 2026, an estimated $62.9K.
  • Gen Digital made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #588 holding.
  • Callan Family Office first reported a position in Gen Digital in Q1 2025 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.