FORA Capital’s Gen Digital GEN Stock Holding History

FORA Capital’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	$1.54M	Buy	+82,045	New	+$1.9M	0.11%	183
2022 Q4	–	Sell	-13,130	Closed	-$264K	–	541
2022 Q3	$264K	Buy	+13,130	New	+$304K	0.05%	353
2021 Q3	–	Sell	-14,004	Closed	-$381K	–	546
2021 Q2	$381K	Buy	+14,004	New	+$349K	0.07%	315
2020 Q2	–	Sell	-42,166	Closed	-$789K	–	1053
2020 Q1	$789K	Buy	42,166 +1,946	+5%	+$42.1K	0.17%	159
2019 Q4	$1.03M	Buy	+40,220	New	+$983K	0.1%	259

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FORA Capital's GEN Position: Q1 2026 in Review

FORA Capital opened a new position in Gen Digital (GEN) in Q1 2026: 82,045 shares worth $1.54M. The stake represents 0.11% of the portfolio and ranks #183 among its holdings. This is a return to the name: FORA Capital previously reported a position in GEN as recently as Q3 2022.

FORA Capital first reported a position in GEN in Q4 2019 and has held it in 5 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

FORA Capital held 82,045 shares of Gen Digital worth $1.54M as of Q1 2026.
Gen Digital was a new FORA Capital position in Q1 2026.
Gen Digital made up 0.11% of FORA Capital's portfolio in Q1 2026, its #183 holding.
FORA Capital first reported a position in Gen Digital in Q4 2019 and has held it in 5 quarters since.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.