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HB Wealth Management’s Gen Digital GEN Stock Holding History

HB Wealth Management’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 		$491K Buy
19,724
+1,970
+11% +$44K ﹤0.01% 1118
2026
Q1 		$334K Sell
17,754
-2,318
-12% -$53.6K ﹤0.01% 1168
2025
Q4 		$546K Buy
20,072
+1,340
+7% +$36.1K ﹤0.01% 868
2025
Q3 		$532K Sell
18,732
-254
-1% -$7.6K ﹤0.01% 833
2025
Q2 		$558K Sell
18,986
-4,571
-19% -$125K ﹤0.01% 700
2025
Q1 		$625K Buy
23,557
+966
+4% +$26.5K 0.01% 694
2024
Q4 		$619K Sell
22,591
-4,061
-15% -$117K 0.01% 553
2024
Q3 		$731K Sell
26,652
-5,054
-16% -$130K 0.01% 469
2024
Q2 		$792K Buy
+31,706
New +$725K 0.01% 420
2023
Q2 		– Sell
-16,154
Closed -$277K – 743
2023
Q1 		$277K Sell
16,154
-1,382
-8% -$27.7K ﹤0.01% 554
2022
Q4 		$376K Buy
+17,536
New +$387K 0.01% 469

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

HB Wealth Management's GEN Position: Q2 2026 in Review

HB Wealth Management increased its Gen Digital (GEN) stake by 11% in Q2 2026, buying an estimated $44K and bringing the position to 19,724 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

HB Wealth Management first reported a position in GEN in Q4 2022 and has held it in 11 quarters since. The position peaked at $792K in Q2 2024. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • HB Wealth Management held 19,724 shares of Gen Digital worth $491K as of Q2 2026.
  • HB Wealth Management bought 1,970 Gen Digital shares in Q2 2026, an estimated $44K.
  • Gen Digital made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1118 holding.
  • HB Wealth Management first reported a position in Gen Digital in Q4 2022 and has held it in 11 quarters since.
  • HB Wealth Management's Gen Digital position peaked at $792K in Q2 2024.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.