Essential Partners’s Gen Digital GEN Stock Holding History

Essential Partners’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	$572	Hold	23	–	–	﹤0.01%	2441
2026 Q1	$433	Buy	+23	New	+$532	﹤0.01%	2476

Other funds holding GEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Essential Partners's GEN Position: Q2 2026 in Review

Essential Partners held its Gen Digital (GEN) position steady in Q2 2026 at 23 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Essential Partners first reported a position in GEN in Q1 2026 and has held it in 2 quarters since. 685 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Essential Partners held 23 shares of Gen Digital worth $572 as of Q2 2026.
Essential Partners left its Gen Digital share count unchanged in Q2 2026.
Gen Digital made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2441 holding.
Essential Partners first reported a position in Gen Digital in Q1 2026 and has held it in 2 quarters since.
685 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.