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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CVA Family Office's GEN Position: Q1 2026 in Review

CVA Family Office opened a new position in Gen Digital (GEN) in Q1 2026: 158 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings. This is a return to the name: CVA Family Office previously reported a position in GEN as recently as Q1 2025.

CVA Family Office first reported a position in GEN in Q1 2021 and has held it in 13 quarters since. The position peaked at $12K in Q2 2023. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

CVA Family Office held 158 shares of Gen Digital worth $2.98K as of Q1 2026.
Gen Digital was a new CVA Family Office position in Q1 2026.
Gen Digital made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1413 holding.
CVA Family Office first reported a position in Gen Digital in Q1 2021 and has held it in 13 quarters since.
CVA Family Office's Gen Digital position peaked at $12K in Q2 2023.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.