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Cassaday & Co Wealth Management’s Gen Digital GEN Stock Holding History

Cassaday & Co 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 		$2.97K Buy
+149
New +$3.45K ﹤0.01% 1034

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

Cassaday & Co Wealth Management's GEN Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Gen Digital (GEN) in Q1 2026: 149 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings.

669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Cassaday & Co Wealth Management held 149 shares of Gen Digital worth $2.97K as of Q1 2026.
  • Gen Digital was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Gen Digital made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1034 holding.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.