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Family Management’s Gen Digital GEN Stock Holding History

Family Management’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 		$238K Buy
+9,563
New +$214K 0.02% 251

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Family Management's GEN Position: Q2 2026 in Review

Family Management opened a new position in Gen Digital (GEN) in Q2 2026: 9,563 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings.

684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Family Management held 9,563 shares of Gen Digital worth $238K as of Q2 2026.
  • Gen Digital was a new Family Management position in Q2 2026.
  • Gen Digital made up 0.02% of Family Management's portfolio in Q2 2026, its #251 holding.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.