DIM
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DC Investments Management’s Gen Digital GEN Stock Holding History

DC Investments 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
Q2 		– Sell
-22,650
Closed -$427K – 63
2026
Q1 		$427K Hold
22,650
– – 0.16% 55
2025
Q4 		$616K Hold
22,650
– – 0.27% 42
2025
Q3 		$643K Hold
22,650
– – 0.27% 49
2025
Q2 		$666K Hold
22,650
– – 0.28% 56
2025
Q1 		$601K Buy
+22,650
New +$621K 0.31% 55
2019
Q1 		– Sell
-24,262
Closed -$458K – 251
2018
Q4 		$458K Buy
+24,262
New +$502K 0.37% 142

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

DC Investments Management's GEN Position: Q2 2026 in Review

DC Investments Management sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 22,650 shares — an estimated $427K sold.

DC Investments Management first reported a position in GEN in Q4 2018 and held it in 6 quarters. The position peaked at $666K in Q2 2025. 682 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • DC Investments Management reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • DC Investments Management sold 22,650 Gen Digital shares in Q2 2026, an estimated $427K.
  • DC Investments Management first reported a position in Gen Digital in Q4 2018 and held it in 6 quarters.
  • DC Investments Management's Gen Digital position peaked at $666K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.