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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
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 $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

Callan Family Office's GEN Position: Q1 2026 in Review

Callan Family Office increased its Gen Digital (GEN) stake by 46% in Q1 2026, buying an estimated $283K and bringing the position to 38,909 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #641.

Callan Family Office first reported a position in GEN in Q1 2025 and has held it in 5 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Callan Family Office held 38,909 shares of Gen Digital worth $733K as of Q1 2026.
  • Callan Family Office bought 12,223 Gen Digital shares in Q1 2026, an estimated $283K.
  • Gen Digital made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #641 holding.
  • Callan Family Office first reported a position in Gen Digital in Q1 2025 and has held it in 5 quarters since.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.