Convergence Financial’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.3M Buy
92,474
+52,917
+134% +$1.18M 0.18% 80
2026
Q1
$745K Sell
39,557
-922
-2% -$21.3K 0.08% 120
2025
Q4
$1.1M Sell
40,479
-40
-0.1% -$1.08K 0.16% 75
2025
Q3
$1.15M Buy
40,519
+11,952
+42% +$357K 0.17% 74
2025
Q2
$840K Buy
+28,567
New +$781K 0.14% 86

Other funds holding GEN

Convergence Financial's GEN Position: Q2 2026 in Review

Convergence Financial increased its Gen Digital (GEN) stake by 134% in Q2 2026, buying an estimated $1.18M and bringing the position to 92,474 shares worth $2.3M. The position accounts for 0.18% of the portfolio, ranked #80.

Convergence Financial first reported a position in GEN in Q2 2025 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Convergence Financial held 92,474 shares of Gen Digital worth $2.3M as of Q2 2026.
  • Convergence Financial bought 52,917 Gen Digital shares in Q2 2026, an estimated $1.18M.
  • Gen Digital made up 0.18% of Convergence Financial's portfolio in Q2 2026, its #80 holding.
  • Convergence Financial first reported a position in Gen Digital in Q2 2025 and has held it in 5 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.