Forza Wealth Management’s Gen Digital GEN Stock Holding History

Forza Wealth 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 Q3	$603K	Buy	27,392 +4,903	+22%	+$136K	0.17%	117
2026 Q2	$560K	Sell	22,489 -700	-3%	-$15.6K	0.17%	119
2026 Q1	$437K	Buy	23,189 +481	+2%	+$11.1K	0.15%	137
2025 Q4	$617K	Buy	22,708 +3,705	+19%	+$100K	0.22%	106
2025 Q3	$539K	Buy	19,003 +1,431	+8%	+$42.8K	0.21%	112
2025 Q2	$517K	Buy	17,572 +2,908	+20%	+$79.5K	0.21%	113
2025 Q1	$389K	Sell	14,664 -20	-0.1%	-$548	0.17%	130
2024 Q4	$402K	Buy	14,684 +7,279	+98%	+$209K	0.18%	128
2024 Q3	$203K	Buy	+7,405	New	+$190K	0.09%	179

Other funds holding GEN

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Forza Wealth Management's GEN Position: Q3 2026 in Review

Forza Wealth Management increased its Gen Digital (GEN) stake by 22% in Q3 2026, buying an estimated $136K and bringing the position to 27,392 shares worth $603K. The position accounts for 0.17% of the portfolio, ranked #117.

Forza Wealth Management first reported a position in GEN in Q3 2024 and has held it in 9 quarters since. The position peaked at $617K in Q4 2025. 218 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

Forza Wealth Management held 27,392 shares of Gen Digital worth $603K as of Q3 2026.
Forza Wealth Management bought 4,903 Gen Digital shares in Q3 2026, an estimated $136K.
Gen Digital made up 0.17% of Forza Wealth Management's portfolio in Q3 2026, its #117 holding.
Forza Wealth Management first reported a position in Gen Digital in Q3 2024 and has held it in 9 quarters since.
Forza Wealth Management's Gen Digital position peaked at $617K in Q4 2025.
218 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.