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Forum Financial Management’s Gen Digital GEN Stock Holding History

Forum Financial Management’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 		– Sell
-14,998
Closed -$408K – 598
2025
Q4 		$408K Buy
14,998
+2,137
+17% +$57.5K 0.01% 590
2025
Q3 		$365K Buy
12,861
+1,516
+13% +$45.3K 0.01% 626
2025
Q2 		$334K Buy
11,345
+1,093
+11% +$29.9K 0.01% 614
2025
Q1 		$272K Sell
10,252
-14
-0.1% -$384 ﹤0.01% 642
2024
Q4 		$281K Buy
+10,266
New +$295K ﹤0.01% 656

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

Forum Financial Management's GEN Position: Q1 2026 in Review

Forum Financial Management sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 14,998 shares — an estimated $408K sold.

Forum Financial Management first reported a position in GEN in Q4 2024 and held it in 5 quarters. The position peaked at $408K in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Forum Financial Management reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 14,998 Gen Digital shares in Q1 2026, an estimated $408K.
  • Forum Financial Management first reported a position in Gen Digital in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Gen Digital position peaked at $408K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.