Downshift Financial’s Gen Digital GEN Stock Holding History

Downshift Financial’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 Q3	$573	Buy	+26	New	+$721	﹤0.01%	583

Other funds holding GEN

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Downshift Financial's GEN Position: Q3 2026 in Review

Downshift Financial opened a new position in Gen Digital (GEN) in Q3 2026: 26 shares worth $573. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings.

98 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

Downshift Financial held 26 shares of Gen Digital worth $573 as of Q3 2026.
Gen Digital was a new Downshift Financial position in Q3 2026.
Gen Digital made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #583 holding.
98 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.