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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Harbor Asset Planning's GEN Position: Q2 2026 in Review

Harbor Asset Planning held its Gen Digital (GEN) position steady in Q2 2026 at 208 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Harbor Asset Planning first reported a position in GEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.11K in Q2 2025. 136 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Harbor Asset Planning held 208 shares of Gen Digital worth $5.17K as of Q2 2026.
  • Harbor Asset Planning left its Gen Digital share count unchanged in Q2 2026.
  • Gen Digital made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #375 holding.
  • Harbor Asset Planning first reported a position in Gen Digital in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Gen Digital position peaked at $6.11K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.