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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
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 $5.72T AUM 30.48% 1-Year Est. Return
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

HFM Investment Advisors's GEN Position: Q1 2026 in Review

HFM Investment Advisors reduced its Gen Digital (GEN) stake by 81% in Q1 2026, selling an estimated $671 and leaving 7 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

HFM Investment Advisors first reported a position in GEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.18K in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • HFM Investment Advisors held 7 shares of Gen Digital worth $132 as of Q1 2026.
  • HFM Investment Advisors sold 29 Gen Digital shares in Q1 2026, an estimated $671.
  • Gen Digital made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1083 holding.
  • HFM Investment Advisors first reported a position in Gen Digital in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Gen Digital position peaked at $1.18K in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.