Fort Point Capital Partners’s Gen Digital GEN Stock Holding History

Fort Point Capital 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 Q1	$2.02M	Buy	107,188 +605	+0.6%	+$14K	0.24%	64
2025 Q4	$2.81M	Hold	106,583	–	–	0.32%	52
2025 Q3	$3.03M	Sell	106,583 -1,443	-1%	-$43.2K	0.36%	57
2025 Q2	$3.18M	Buy	108,026 +544	+0.5%	+$14.9K	0.23%	68
2025 Q1	$2.85M	Buy	107,482 +709	+0.7%	+$19.4K	0.31%	62
2024 Q4	$2.92M	Buy	+106,773	New	+$3.07M	0.32%	63
2016 Q4	–	Sell	-166,569	Closed	-$4.18M	–	122
2016 Q3	$4.18M	Buy	+166,569	New	+$3.79M	1.89%	11

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

Fort Point Capital Partners's GEN Position: Q1 2026 in Review

Fort Point Capital Partners increased its Gen Digital (GEN) stake by 0.57% in Q1 2026, buying an estimated $14K and bringing the position to 107,188 shares worth $2.02M. The position accounts for 0.24% of the portfolio, ranked #64.

Fort Point Capital Partners first reported a position in GEN in Q3 2016 and has held it in 7 quarters since. The position peaked at $4.18M in Q3 2016. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Fort Point Capital Partners held 107,188 shares of Gen Digital worth $2.02M as of Q1 2026.
Fort Point Capital Partners bought 605 Gen Digital shares in Q1 2026, an estimated $14K.
Gen Digital made up 0.24% of Fort Point Capital Partners's portfolio in Q1 2026, its #64 holding.
Fort Point Capital Partners first reported a position in Gen Digital in Q3 2016 and has held it in 7 quarters since.
Fort Point Capital Partners's Gen Digital position peaked at $4.18M in Q3 2016.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.