DiNuzzo Private Wealth’s Gen Digital GEN Stock Holding History

DiNuzzo Private Wealth’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	$2.24K	Buy	90 +3	+3%	+$67	﹤0.01%	637
2026 Q1	$1.64K	Sell	87 -16	-16%	-$370	﹤0.01%	715
2025 Q4	$2.8K	Sell	103 -5	-5%	-$135	﹤0.01%	526
2025 Q3	$3.26K	Sell	108 -1	-0.9%	-$30	﹤0.01%	483
2025 Q2	$3.21K	Sell	109 -5	-4%	-$137	﹤0.01%	470
2025 Q1	$3.03K	Buy	114 +2	+2%	+$55	﹤0.01%	466
2024 Q4	$3.07K	Buy	112 +8	+8%	+$230	﹤0.01%	456
2024 Q3	$2.85K	Buy	104 +22	+27%	+$565	﹤0.01%	491
2024 Q2	$2.05K	Buy	82 +27	+49%	+$618	﹤0.01%	513
2024 Q1	$1.23K	Buy	55 +4	+8%	+$89	﹤0.01%	652
2023 Q4	$1.16K	Buy	+51	New	+$1.01K	﹤0.01%	650

Other funds holding GEN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

DiNuzzo Private Wealth's GEN Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Gen Digital (GEN) stake by 3.4% in Q2 2026, buying an estimated $67 and bringing the position to 90 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

DiNuzzo Private Wealth first reported a position in GEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.26K in Q3 2025. 213 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

DiNuzzo Private Wealth held 90 shares of Gen Digital worth $2.24K as of Q2 2026.
DiNuzzo Private Wealth bought 3 Gen Digital shares in Q2 2026, an estimated $67.
Gen Digital made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #637 holding.
DiNuzzo Private Wealth first reported a position in Gen Digital in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Gen Digital position peaked at $3.26K in Q3 2025.
213 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.