FGP
GEN icon

Freestone Grove Partners’s Gen Digital GEN Stock Holding History

Freestone Grove 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
Q2 		$3.55M Buy
+142,733
New +$3.19M 0.02% 368
2026
Q1 		– Sell
-10,331
Closed -$281K – 1061
2025
Q4 		$281K Buy
10,331
+1,760
+21% +$47.4K ﹤0.01% 663
2025
Q3 		$243K Buy
8,571
+258
+3% +$7.72K ﹤0.01% 640
2025
Q2 		$244K Buy
+8,313
New +$227K ﹤0.01% 609

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Freestone Grove Partners's GEN Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Gen Digital (GEN) in Q2 2026: 142,733 shares worth $3.55M. The stake represents 0.02% of the portfolio and ranks #368 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in GEN as recently as Q4 2025.

Freestone Grove Partners first reported a position in GEN in Q2 2025 and has held it in 4 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Freestone Grove Partners held 142,733 shares of Gen Digital worth $3.55M as of Q2 2026.
  • Gen Digital was a new Freestone Grove Partners position in Q2 2026.
  • Gen Digital made up 0.02% of Freestone Grove Partners's portfolio in Q2 2026, its #368 holding.
  • Freestone Grove Partners first reported a position in Gen Digital in Q2 2025 and has held it in 4 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.