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Financial Consulate’s Gen Digital GEN Stock Holding History

Financial Consulate’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 		$548 Buy
+22
New +$491 ﹤0.01% 1315

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

Financial Consulate's GEN Position: Q2 2026 in Review

Financial Consulate opened a new position in Gen Digital (GEN) in Q2 2026: 22 shares worth $548. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings.

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

  • Financial Consulate held 22 shares of Gen Digital worth $548 as of Q2 2026.
  • Gen Digital was a new Financial Consulate position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1315 holding.
  • 682 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.