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High Note Wealth’s Gen Digital GEN Stock Holding History

High Note Wealth’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 		$6.92K Buy
278
+72
+35% +$1.61K ﹤0.01% 490
2026
Q1 		$3.88K Hold
206
– – ﹤0.01% 635
2025
Q4 		$5.6K Sell
206
-5
-2% -$135 ﹤0.01% 456
2025
Q3 		$5.99K Hold
211
– – ﹤0.01% 393
2025
Q2 		$6.2K Hold
211
– – ﹤0.01% 363
2025
Q1 		$5.6K Hold
211
– – ﹤0.01% 380
2024
Q4 		$5.78K Buy
+211
New +$6.07K ﹤0.01% 387

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
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

High Note Wealth's GEN Position: Q2 2026 in Review

High Note Wealth increased its Gen Digital (GEN) stake by 35% in Q2 2026, buying an estimated $1.61K and bringing the position to 278 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

High Note Wealth first reported a position in GEN in Q4 2024 and has held it in 7 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • High Note Wealth held 278 shares of Gen Digital worth $6.92K as of Q2 2026.
  • High Note Wealth bought 72 Gen Digital shares in Q2 2026, an estimated $1.61K.
  • Gen Digital made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #490 holding.
  • High Note Wealth first reported a position in Gen Digital in Q4 2024 and has held it in 7 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.