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Clark Wealth Partners’s Gen Digital GEN Stock Holding History

Clark Wealth Partners’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 		$200 Sell
8
-66
-89% -$1.47K ﹤0.01% 548
2026
Q1 		$1.39K Buy
+74
New +$1.71K ﹤0.01% 487
2025
Q2 		– Sell
-27
Closed -$717 – 575
2025
Q1 		$717 Buy
+27
New +$740 ﹤0.01% 472

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's GEN Position: Q2 2026 in Review

Clark Wealth Partners reduced its Gen Digital (GEN) stake by 89% in Q2 2026, selling an estimated $1.47K and leaving 8 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Clark Wealth Partners first reported a position in GEN in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.39K in Q1 2026. 639 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Clark Wealth Partners held 8 shares of Gen Digital worth $200 as of Q2 2026.
  • Clark Wealth Partners sold 66 Gen Digital shares in Q2 2026, an estimated $1.47K.
  • Gen Digital made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #548 holding.
  • Clark Wealth Partners first reported a position in Gen Digital in Q1 2025 and has held it in 3 quarters since.
  • Clark Wealth Partners's Gen Digital position peaked at $1.39K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.