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CVA Family Office’s Gen Digital GEN Stock Holding History

CVA Family Office’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 		$18.8K Buy
754
+596
+377% +$13.3K ﹤0.01% 836
2026
Q1 		$2.98K Buy
+158
New +$3.66K ﹤0.01% 1413
2025
Q2 		– Sell
-257
Closed -$6.82K – 1342
2025
Q1 		$6.82K Buy
257
+238
+1,253% +$6.52K ﹤0.01% 859
2024
Q4 		$520 Hold
19
– – ﹤0.01% 1224
2024
Q3 		$521 Buy
+19
New +$488 ﹤0.01% 1206
2023
Q3 		– Sell
-645
Closed -$12K – 517
2023
Q2 		$12K Buy
645
+415
+180% +$7.26K ﹤0.01% 696
2023
Q1 		$3.95K Buy
230
+50
+28% +$1K ﹤0.01% 798
2022
Q4 		$3.86K Buy
180
+10
+6% +$221 ﹤0.01% 762
2022
Q3 		$3K Hold
170
– – ﹤0.01% 777
2022
Q2 		$4K Hold
170
– – ﹤0.01% 769
2022
Q1 		$5K Hold
170
– – ﹤0.01% 770
2021
Q4 		$4K Buy
+170
New +$4.3K ﹤0.01% 774
2021
Q3 		– Sell
-190
Closed -$5K – 553
2021
Q2 		$5K Buy
190
+20
+12% +$498 ﹤0.01% 764
2021
Q1 		$4K Buy
+170
New +$3.56K ﹤0.01% 648

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

CVA Family Office's GEN Position: Q2 2026 in Review

CVA Family Office increased its Gen Digital (GEN) stake by 377% in Q2 2026, buying an estimated $13.3K and bringing the position to 754 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

CVA Family Office first reported a position in GEN in Q1 2021 and has held it in 14 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • CVA Family Office held 754 shares of Gen Digital worth $18.8K as of Q2 2026.
  • CVA Family Office bought 596 Gen Digital shares in Q2 2026, an estimated $13.3K.
  • Gen Digital made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #836 holding.
  • CVA Family Office first reported a position in Gen Digital in Q1 2021 and has held it in 14 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.