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Golden State Equity Partners’s Gen Digital GEN Stock Holding History

Golden State Equity 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
Q1 		$22.4K Buy
+1,190
New +$27.5K ﹤0.01% 1066

Other funds holding GEN

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Golden State Equity Partners's GEN Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Gen Digital (GEN) in Q1 2026: 1,190 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Golden State Equity Partners held 1,190 shares of Gen Digital worth $22.4K as of Q1 2026.
  • Gen Digital was a new Golden State Equity Partners position in Q1 2026.
  • Gen Digital made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1066 holding.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.