EF
GEN icon

Empowered Funds’s Gen Digital GEN Stock Holding History

Empowered Funds’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 		$11.4M Buy
+605,308
New +$14M 0.07% 330
2025
Q4 		– Sell
-72,394
Closed -$2.06M – 1342
2025
Q3 		$2.06M Sell
72,394
-361
-0.5% -$10.8K 0.02% 912
2025
Q2 		$2.14M Sell
72,755
-5,782
-7% -$158K 0.02% 790
2025
Q1 		$2.08M Sell
78,537
-15,960
-17% -$437K 0.03% 722
2024
Q4 		$2.59M Sell
94,497
-266,293
-74% -$7.66M 0.04% 610
2024
Q3 		$9.9M Buy
360,790
+74,438
+26% +$1.91M 0.16% 153
2024
Q2 		$7.15M Buy
286,352
+241,745
+542% +$5.53M 0.12% 202
2024
Q1 		$999K Buy
44,607
+9,839
+28% +$218K 0.02% 878
2023
Q4 		$793K Sell
34,768
-1,947
-5% -$38.6K 0.02% 855
2023
Q3 		$649K Buy
+36,715
New +$716K 0.02% 824
2017
Q3 		– Sell
-22,570
Closed -$638K – 104
2017
Q2 		$638K Buy
+22,570
New +$683K 0.52% 73

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

Empowered Funds's GEN Position: Q1 2026 in Review

Empowered Funds opened a new position in Gen Digital (GEN) in Q1 2026: 605,308 shares worth $11.4M. The stake represents 0.07% of the portfolio and ranks #330 among its holdings. This is a return to the name: Empowered Funds previously reported a position in GEN as recently as Q3 2025.

Empowered Funds first reported a position in GEN in Q2 2017 and has held it in 11 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Empowered Funds held 605,308 shares of Gen Digital worth $11.4M as of Q1 2026.
  • Gen Digital was a new Empowered Funds position in Q1 2026.
  • Gen Digital made up 0.07% of Empowered Funds's portfolio in Q1 2026, its #330 holding.
  • Empowered Funds first reported a position in Gen Digital in Q2 2017 and has held it in 11 quarters since.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.