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Chicago Partners Investment Group’s Gen Digital GEN Stock Holding History

Chicago Partners Investment Group’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 		$558K Buy
22,262
+8,398
+61% +$188K 0.01% 929
2026
Q1 		$277K Sell
13,864
-4,303
-24% -$99.6K 0.01% 1186
2025
Q4 		$462K Buy
18,167
+3,377
+23% +$90.9K 0.01% 817
2025
Q3 		$395K Buy
14,790
+2,062
+16% +$61.7K 0.01% 823
2025
Q2 		$391K Buy
12,728
+4,353
+52% +$119K 0.01% 710
2025
Q1 		$233K Buy
+8,375
New +$229K 0.01% 796
2018
Q4 		– Sell
-814
Closed -$15K – 555
2018
Q3 		$15K Buy
814
+3
+0.4% +$61 ﹤0.01% 738
2018
Q2 		$17K Buy
811
+3
+0.4% +$72 ﹤0.01% 694
2018
Q1 		$21K Buy
808
+2
+0.2% +$54 ﹤0.01% 621
2017
Q4 		$23K Buy
806
+2
+0.2% +$60 ﹤0.01% 588
2017
Q3 		$26K Buy
+804
New +$24.5K ﹤0.01% 560
2017
Q2 		– Sell
-800
Closed -$25K – 700
2017
Q1 		$25K Buy
+800
New +$22.7K 0.01% 388

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Chicago Partners Investment Group's GEN Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Gen Digital (GEN) stake by 61% in Q2 2026, buying an estimated $188K and bringing the position to 22,262 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #929.

Chicago Partners Investment Group first reported a position in GEN in Q1 2017 and has held it in 12 quarters since. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Chicago Partners Investment Group held 22,262 shares of Gen Digital worth $558K as of Q2 2026.
  • Chicago Partners Investment Group bought 8,398 Gen Digital shares in Q2 2026, an estimated $188K.
  • Gen Digital made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #929 holding.
  • Chicago Partners Investment Group first reported a position in Gen Digital in Q1 2017 and has held it in 12 quarters since.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.