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 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%	+$99.7K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Forza Wealth Management's GEN Position: Q2 2026 in Review

Forza Wealth Management reduced its Gen Digital (GEN) stake by 3% in Q2 2026, selling an estimated $15.6K and leaving 22,489 shares worth $560K. The position accounts for 0.17% of the portfolio, ranked #119.

Forza Wealth Management first reported a position in GEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $617K in Q4 2025. 86 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Forza Wealth Management held 22,489 shares of Gen Digital worth $560K as of Q2 2026.
Forza Wealth Management sold 700 Gen Digital shares in Q2 2026, an estimated $15.6K.
Gen Digital made up 0.17% of Forza Wealth Management's portfolio in Q2 2026, its #119 holding.
Forza Wealth Management first reported a position in Gen Digital in Q3 2024 and has held it in 8 quarters since.
Forza Wealth Management's Gen Digital position peaked at $617K in Q4 2025.
86 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.