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Deseret Mutual Benefit Administrators’s Gen Digital GEN Stock Holding History

Deseret Mutual Benefit Administrators’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 		$110K Buy
5,818
+1,658
+40% +$38.4K 0.04% 279
2025
Q4 		$113K Hold
4,160
– – 0.05% 205
2025
Q3 		$118K Sell
4,160
-265
-6% -$7.92K 0.05% 209
2025
Q2 		$130K Hold
4,425
– – 0.06% 188
2025
Q1 		$117K Sell
4,425
-45
-1% -$1.23K 0.06% 194
2024
Q4 		$122K Sell
4,470
-916
-17% -$26.3K 0.06% 188
2024
Q3 		$148K Sell
5,386
-289
-5% -$7.42K 0.08% 171
2024
Q2 		$142K Sell
5,675
-1,069
-16% -$24.5K 0.07% 169
2024
Q1 		$151K Buy
6,744
+393
+6% +$8.71K 0.08% 157
2023
Q4 		$145K Sell
6,351
-2,107
-25% -$41.7K 0.08% 153
2023
Q3 		$150K Sell
8,458
-330
-4% -$6.44K 0.07% 165
2023
Q2 		$163K Buy
8,788
+68
+0.8% +$1.19K 0.06% 167
2023
Q1 		$150K Hold
8,720
– – 0.06% 182
2022
Q4 		$187K Sell
8,720
-7,254
-45% -$160K 0.08% 143
2022
Q3 		$322K Sell
15,974
-2,438
-13% -$56.4K 0.09% 141
2022
Q2 		$404K Buy
18,412
+440
+2% +$10.8K 0.09% 141
2022
Q1 		$477K Sell
17,972
-275
-2% -$7.56K 0.1% 138
2021
Q4 		$474K Buy
18,247
+2,366
+15% +$59.9K 0.08% 162
2021
Q3 		$402K Buy
15,881
+10,416
+191% +$271K 0.07% 169
2021
Q2 		$149K Buy
+5,465
New +$136K 0.04% 263

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

Deseret Mutual Benefit Administrators's GEN Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Gen Digital (GEN) stake by 40% in Q1 2026, buying an estimated $38.4K and bringing the position to 5,818 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #279.

Deseret Mutual Benefit Administrators first reported a position in GEN in Q2 2021 and has held it in 20 quarters since. The position peaked at $477K in Q1 2022. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Deseret Mutual Benefit Administrators held 5,818 shares of Gen Digital worth $110K as of Q1 2026.
  • Deseret Mutual Benefit Administrators bought 1,658 Gen Digital shares in Q1 2026, an estimated $38.4K.
  • Gen Digital made up 0.04% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #279 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Gen Digital in Q2 2021 and has held it in 20 quarters since.
  • Deseret Mutual Benefit Administrators's Gen Digital position peaked at $477K in Q1 2022.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.