Focus Partners Wealth
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Focus Partners Wealth’s Gen Digital GEN Stock Holding History

Focus Partners Wealth’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 		$7.86M Sell
416,855
-25,377
-6% -$587K 0.01% 793
2025
Q4 		$12M Buy
442,232
+414,233
+1,479% +$11.1M 0.01% 641
2025
Q3 		$799K Buy
27,999
+8,873
+46% +$265K ﹤0.01% 1394
2025
Q2 		$562K Sell
19,126
-3,221
-14% -$88K ﹤0.01% 1383
2025
Q1 		$593K Buy
22,347
+1,980
+10% +$54.3K ﹤0.01% 1274
2024
Q4 		$558K Buy
20,367
+16,574
+437% +$477K ﹤0.01% 1275
2024
Q3 		$459K Sell
3,793
-26,117
-87% -$670K ﹤0.01% 1176
2024
Q2 		$753K Buy
29,910
+15,526
+108% +$355K ﹤0.01% 863
2024
Q1 		$322K Buy
+14,384
New +$319K ﹤0.01% 817

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

Focus Partners Wealth's GEN Position: Q1 2026 in Review

Focus Partners Wealth reduced its Gen Digital (GEN) stake by 5.7% in Q1 2026, selling an estimated $587K and leaving 416,855 shares worth $7.86M. The position accounts for 0.01% of the portfolio, ranked #793.

Focus Partners Wealth first reported a position in GEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $12M in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Focus Partners Wealth held 416,855 shares of Gen Digital worth $7.86M as of Q1 2026.
  • Focus Partners Wealth sold 25,377 Gen Digital shares in Q1 2026, an estimated $587K.
  • Gen Digital made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #793 holding.
  • Focus Partners Wealth first reported a position in Gen Digital in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Gen Digital position peaked at $12M in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.