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Cromwell Holdings’s Gen Digital GEN Stock Holding History

Cromwell Holdings’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 		$46.1K Buy
1,851
+50
+3% +$1.12K 0.02% 497
2026
Q1 		$33.9K Buy
1,801
+31
+2% +$717 0.02% 517
2025
Q4 		$48.1K Hold
1,770
– – 0.03% 469
2025
Q3 		$50.3K Hold
1,770
– – 0.03% 482
2025
Q2 		$52K Buy
1,770
+41
+2% +$1.12K 0.03% 454
2025
Q1 		$45.9K Buy
1,729
+34
+2% +$932 0.03% 472
2024
Q4 		$46.4K Hold
1,695
– – 0.03% 473
2024
Q3 		$46.5K Hold
1,695
– – 0.03% 470
2024
Q2 		$42.3K Buy
+1,695
New +$38.8K 0.03% 469

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

Cromwell Holdings's GEN Position: Q2 2026 in Review

Cromwell Holdings increased its Gen Digital (GEN) stake by 2.8% in Q2 2026, buying an estimated $1.12K and bringing the position to 1,851 shares worth $46.1K. The position accounts for 0.02% of the portfolio, ranked #497.

Cromwell Holdings first reported a position in GEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $52K in Q2 2025. 685 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Cromwell Holdings held 1,851 shares of Gen Digital worth $46.1K as of Q2 2026.
  • Cromwell Holdings bought 50 Gen Digital shares in Q2 2026, an estimated $1.12K.
  • Gen Digital made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #497 holding.
  • Cromwell Holdings first reported a position in Gen Digital in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Gen Digital position peaked at $52K in Q2 2025.
  • 685 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.