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HFM Investment Advisors’s Gen Digital GEN Stock Holding History

HFM Investment Advisors’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 		$1.72K Buy
69
+62
+886% +$1.39K ﹤0.01% 521
2026
Q1 		$132 Sell
7
-29
-81% -$671 ﹤0.01% 1083
2025
Q4 		$979 Sell
36
-2
-5% -$54 ﹤0.01% 459
2025
Q3 		$1.08K Sell
38
-2
-5% -$60 ﹤0.01% 339
2025
Q2 		$1.18K Buy
40
+23
+135% +$629 ﹤0.01% 303
2025
Q1 		$452 Buy
+17
New +$466 ﹤0.01% 320

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HFM Investment Advisors's GEN Position: Q2 2026 in Review

HFM Investment Advisors increased its Gen Digital (GEN) stake by 886% in Q2 2026, buying an estimated $1.39K and bringing the position to 69 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

HFM Investment Advisors first reported a position in GEN in Q1 2025 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • HFM Investment Advisors held 69 shares of Gen Digital worth $1.72K as of Q2 2026.
  • HFM Investment Advisors bought 62 Gen Digital shares in Q2 2026, an estimated $1.39K.
  • Gen Digital made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #521 holding.
  • HFM Investment Advisors first reported a position in Gen Digital in Q1 2025 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.