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 $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 $3.37T 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

Creative Planning's GEN Position: Q2 2026 in Review

Creative Planning increased its Gen Digital (GEN) stake by 68% in Q2 2026, buying an estimated $1.41M and bringing the position to 155,861 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Creative Planning first reported a position in GEN in Q2 2013 and has held it in 53 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Creative Planning held 155,861 shares of Gen Digital worth $3.88M as of Q2 2026.
  • Creative Planning bought 62,905 Gen Digital shares in Q2 2026, an estimated $1.41M.
  • Gen Digital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1598 holding.
  • Creative Planning first reported a position in Gen Digital in Q2 2013 and has held it in 53 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.