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Gen-Wealth Partners’s Gen Digital GEN Stock Holding History

Gen-Wealth 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 		$42.1K Buy
+1,690
New +$37.8K 0.01% 422

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Gen-Wealth Partners's GEN Position: Q2 2026 in Review

Gen-Wealth Partners opened a new position in Gen Digital (GEN) in Q2 2026: 1,690 shares worth $42.1K. The stake represents 0.01% of the portfolio and ranks #422 among its holdings.

684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Gen-Wealth Partners held 1,690 shares of Gen Digital worth $42.1K as of Q2 2026.
  • Gen Digital was a new Gen-Wealth Partners position in Q2 2026.
  • Gen Digital made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #422 holding.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.