CFM
GEN icon

Compass Financial Management’s Gen Digital GEN Stock Holding History

Compass Financial 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
Q2 		$1.62K Buy
+65
New +$1.45K ﹤0.01% 1339

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

Compass Financial Management's GEN Position: Q2 2026 in Review

Compass Financial Management opened a new position in Gen Digital (GEN) in Q2 2026: 65 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings.

639 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Compass Financial Management held 65 shares of Gen Digital worth $1.62K as of Q2 2026.
  • Gen Digital was a new Compass Financial Management position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1339 holding.
  • 639 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.