GIM
AVGO icon

Generate Investment Management’s Broadcom AVGO Stock Holding History

Generate Investment Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76M Sell
201,192
-47,758
-19% -$19.1M 3.13% 8
2026
Q1 		$77.1M Buy
248,950
+29,693
+14% +$9.77M 3.8% 8
2025
Q4 		$75.9M Buy
219,257
+96,075
+78% +$34.4M 3.46% 8
2025
Q3 		$40.6M Buy
123,182
+78,463
+175% +$24.1M 2.06% 13
2025
Q2 		$12.3M Sell
44,719
-78,713
-64% -$17.1M 0.68% 45
2025
Q1 		$20.7M Sell
123,432
-34,003
-22% -$7.2M 1.45% 23
2024
Q4 		$36.5M Sell
157,435
-32,290
-17% -$5.97M 2.55% 9
2024
Q3 		$32.7M Buy
189,725
+74,675
+65% +$12M 2.19% 10
2024
Q2 		$18.5M Buy
+115,050
New +$16.1M 1.09% 25

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Generate Investment Management's AVGO Position: Q2 2026 in Review

Generate Investment Management reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $19.1M and leaving 201,192 shares worth $76M. The position accounts for 3.13% of the portfolio, ranked #8.

Generate Investment Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $77.1M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Generate Investment Management held 201,192 shares of Broadcom worth $76M as of Q2 2026.
  • Generate Investment Management sold 47,758 Broadcom shares in Q2 2026, an estimated $19.1M.
  • Broadcom made up 3.13% of Generate Investment Management's portfolio in Q2 2026, its #8 holding.
  • Generate Investment Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • Generate Investment Management's Broadcom position peaked at $77.1M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.