Harbor Asset Planning
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Harbor Asset Planning’s Gen Digital GEN Stock Holding History

Harbor Asset Planning’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 		$4.57K Hold
208
– – ﹤0.01% 380
2026
Q2 		$5.17K Hold
208
– – ﹤0.01% 375
2026
Q1 		$3.91K Hold
208
– – ﹤0.01% 384
2025
Q4 		$5.65K Hold
208
– – ﹤0.01% 375
2025
Q3 		$5.9K Hold
208
– – 0.01% 350
2025
Q2 		$6.11K Buy
+208
New +$5.68K 0.01% 347

Other funds holding GEN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Harbor Asset Planning's GEN Position: Q3 2026 in Review

Harbor Asset Planning held its Gen Digital (GEN) position steady in Q3 2026 at 208 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Harbor Asset Planning first reported a position in GEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.11K in Q2 2025. 346 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Harbor Asset Planning held 208 shares of Gen Digital worth $4.57K as of Q3 2026.
  • Harbor Asset Planning left its Gen Digital share count unchanged in Q3 2026.
  • Gen Digital made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #380 holding.
  • Harbor Asset Planning first reported a position in Gen Digital in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Gen Digital position peaked at $6.11K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.