Essential Partners
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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
Q3 		$506 Hold
23
– – ﹤0.01% 2393
2026
Q2 		$572 Hold
23
– – ﹤0.01% 2441
2026
Q1 		$433 Buy
+23
New +$532 ﹤0.01% 2476

Other funds holding GEN

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Essential Partners's GEN Position: Q3 2026 in Review

Essential Partners held its Gen Digital (GEN) position steady in Q3 2026 at 23 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Essential Partners first reported a position in GEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $572 in Q2 2026. 133 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Essential Partners held 23 shares of Gen Digital worth $506 as of Q3 2026.
  • Essential Partners left its Gen Digital share count unchanged in Q3 2026.
  • Gen Digital made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2393 holding.
  • Essential Partners first reported a position in Gen Digital in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Gen Digital position peaked at $572 in Q2 2026.
  • 133 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.