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BFC Planning, Inc.’s Gen Digital GEN Stock Holding History

BFC Planning, Inc.’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 		$111K Buy
4,459
+666
+18% +$14.9K ﹤0.01% 1195
2026
Q1 		$71.4K Hold
3,793
– – ﹤0.01% 1216
2025
Q4 		$103K Buy
3,793
+246
+7% +$6.62K ﹤0.01% 1099
2025
Q3 		$101K Buy
3,547
+360
+11% +$10.8K 0.01% 927
2025
Q2 		$93.7K Buy
3,187
+3,013
+1,732% +$82.4K 0.01% 910
2025
Q1 		$4.62K Buy
174
+49
+39% +$1.34K ﹤0.01% 2047
2024
Q4 		$3.42K Buy
+125
New +$3.59K ﹤0.01% 2125

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s GEN Position: Q2 2026 in Review

BFC Planning, Inc. increased its Gen Digital (GEN) stake by 18% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,459 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

BFC Planning, Inc. first reported a position in GEN in Q4 2024 and has held it in 7 quarters since. 691 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • BFC Planning, Inc. held 4,459 shares of Gen Digital worth $111K as of Q2 2026.
  • BFC Planning, Inc. bought 666 Gen Digital shares in Q2 2026, an estimated $14.9K.
  • Gen Digital made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1195 holding.
  • BFC Planning, Inc. first reported a position in Gen Digital in Q4 2024 and has held it in 7 quarters since.
  • 691 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.