Creative Planning
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Creative Planning’s Gen Digital GEN Stock Holding History

Creative Planning’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
2020
Q1 		– Sell
-200
Closed -$1K – 1957
2019
Q4 		$1K Hold
200
– – ﹤0.01% 1960
2019
Q3 		$1K Buy
+200
New +$4.67K ﹤0.01% 1968
2019
Q2 		– Sell
-100
Closed -$1K – 2054
2019
Q1 		$1K Buy
+100
New +$2.18K ﹤0.01% 1957

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 Planning's GEN Position: Q1 2026 in Review

Creative Planning increased its Gen Digital (GEN) stake by 15% in Q1 2026, buying an estimated $285K and bringing the position to 92,956 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Creative Planning first reported a position in GEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.2M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Creative Planning held 92,956 shares of Gen Digital worth $1.75M as of Q1 2026.
  • Creative Planning bought 12,310 Gen Digital shares in Q1 2026, an estimated $285K.
  • Gen Digital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2007 holding.
  • Creative Planning first reported a position in Gen Digital in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Gen Digital position peaked at $2.2M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.