GI
GEN icon

GAMMA Investing’s Gen Digital GEN Stock Holding History

GAMMA Investing’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 		$847K Buy
38,455
+3,588
+10% +$99.6K 0.03% 484
2026
Q2 		$868K Buy
34,867
+14,937
+75% +$334K 0.03% 437
2026
Q1 		$375K Buy
19,930
+2,326
+13% +$53.8K 0.02% 716
2025
Q4 		$479K Buy
17,604
+4,236
+32% +$114K 0.02% 545
2025
Q3 		$380K Buy
13,368
+2,715
+25% +$81.2K 0.02% 608
2025
Q2 		$313K Sell
10,653
-1,486
-12% -$40.6K 0.02% 655
2025
Q1 		$322K Buy
12,139
+1,593
+15% +$43.6K 0.02% 569
2024
Q4 		$289K Buy
10,546
+2,145
+26% +$61.7K 0.02% 554
2024
Q3 		$230K Buy
8,401
+2,541
+43% +$65.2K 0.02% 558
2024
Q2 		$146K Buy
5,860
+3,198
+120% +$73.2K 0.02% 604
2024
Q1 		$59.6K Buy
2,662
+760
+40% +$16.9K 0.01% 921
2023
Q4 		$44.7K Buy
+1,902
New +$37.7K 0.01% 952

Other funds holding GEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing's GEN Position: Q3 2026 in Review

GAMMA Investing increased its Gen Digital (GEN) stake by 10% in Q3 2026, buying an estimated $99.6K and bringing the position to 38,455 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #484.

GAMMA Investing first reported a position in GEN in Q4 2023 and has held it in 12 quarters since. The position peaked at $868K in Q2 2026. 22 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • GAMMA Investing held 38,455 shares of Gen Digital worth $847K as of Q3 2026.
  • GAMMA Investing bought 3,588 Gen Digital shares in Q3 2026, an estimated $99.6K.
  • Gen Digital made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #484 holding.
  • GAMMA Investing first reported a position in Gen Digital in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Gen Digital position peaked at $868K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.