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Cresset Asset Management’s Gen Digital GEN Stock Holding History

Cresset Asset Management’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 		$5.14K Buy
+800
New +$18.5K ﹤0.01% 1625

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

Cresset Asset Management's GEN Position: Q1 2026 in Review

Cresset Asset Management increased its Gen Digital (GEN) stake by 3.3% in Q1 2026, buying an estimated $6.87K and bringing the position to 9,245 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Cresset Asset Management first reported a position in GEN in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.61M in Q3 2024. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Cresset Asset Management held 9,245 shares of Gen Digital worth $174K as of Q1 2026.
  • Cresset Asset Management bought 297 Gen Digital shares in Q1 2026, an estimated $6.87K.
  • Gen Digital made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1495 holding.
  • Cresset Asset Management first reported a position in Gen Digital in Q4 2018 and has held it in 14 quarters since.
  • Cresset Asset Management's Gen Digital position peaked at $2.61M in Q3 2024.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.