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Creative Financial Designs’s Gen Digital GEN Stock Holding History

Creative Financial Designs’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 		$207 Buy
+11
New +$255 ﹤0.01% 2088
2025
Q2 		– Sell
-5
Closed -$133 – 2077
2025
Q1 		$133 Buy
+5
New +$137 ﹤0.01% 2007
2021
Q3 		– Sell
-200
Closed -$5K – 1414
2021
Q2 		$5K Buy
+200
New +$4.98K ﹤0.01% 1166

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

Creative Financial Designs's GEN Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Gen Digital (GEN) in Q1 2026: 11 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in GEN as recently as Q1 2025.

Creative Financial Designs first reported a position in GEN in Q2 2021 and has held it in 3 quarters since. The position peaked at $5K in Q2 2021. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Creative Financial Designs held 11 shares of Gen Digital worth $207 as of Q1 2026.
  • Gen Digital was a new Creative Financial Designs position in Q1 2026.
  • Gen Digital made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2088 holding.
  • Creative Financial Designs first reported a position in Gen Digital in Q2 2021 and has held it in 3 quarters since.
  • Creative Financial Designs's Gen Digital position peaked at $5K in Q2 2021.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.