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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
Q2 		$274 Hold
11
– – ﹤0.01% 2187
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 $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 $3.38T AUM 44.17% 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

Creative Financial Designs's GEN Position: Q2 2026 in Review

Creative Financial Designs held its Gen Digital (GEN) position steady in Q2 2026 at 11 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Creative Financial Designs first reported a position in GEN in Q2 2021 and has held it in 4 quarters since. The position peaked at $5K in Q2 2021. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Creative Financial Designs held 11 shares of Gen Digital worth $274 as of Q2 2026.
  • Creative Financial Designs left its Gen Digital share count unchanged in Q2 2026.
  • Gen Digital made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2187 holding.
  • Creative Financial Designs first reported a position in Gen Digital in Q2 2021 and has held it in 4 quarters since.
  • Creative Financial Designs's Gen Digital position peaked at $5K in Q2 2021.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.