FFO
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Fortitude Family Office’s Gen Digital GEN Stock Holding History

Fortitude Family Office’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 		$10.3K Buy
413
+146
+55% +$3.26K ﹤0.01% 758
2026
Q1 		$5.03K Sell
267
-26
-9% -$602 ﹤0.01% 909
2025
Q4 		$7.97K Buy
293
+2
+0.7% +$54 ﹤0.01% 657
2025
Q3 		$8.26K Buy
291
+13
+5% +$389 ﹤0.01% 633
2025
Q2 		$8.17K Buy
278
+47
+20% +$1.28K ﹤0.01% 629
2025
Q1 		$6.13K Hold
231
– – ﹤0.01% 674
2024
Q4 		$6.33K Hold
231
– – ﹤0.01% 771
2024
Q3 		$6.34K Hold
231
– – ﹤0.01% 709
2024
Q2 		$5.77K Hold
231
– – ﹤0.01% 538
2024
Q1 		$5.17K Hold
231
– – ﹤0.01% 589
2023
Q4 		$5.27K Buy
+231
New +$4.58K ﹤0.01% 604

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

Fortitude Family Office's GEN Position: Q2 2026 in Review

Fortitude Family Office increased its Gen Digital (GEN) stake by 55% in Q2 2026, buying an estimated $3.26K and bringing the position to 413 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Fortitude Family Office first reported a position in GEN in Q4 2023 and has held it in 11 quarters since. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Fortitude Family Office held 413 shares of Gen Digital worth $10.3K as of Q2 2026.
  • Fortitude Family Office bought 146 Gen Digital shares in Q2 2026, an estimated $3.26K.
  • Gen Digital made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #758 holding.
  • Fortitude Family Office first reported a position in Gen Digital in Q4 2023 and has held it in 11 quarters since.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.