Hillsdale Investment Management’s Gen Digital GEN Stock Holding History

Hillsdale Investment 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 Q1	$557K	Buy	29,600 +4,100	+16%	+$94.9K	0.02%	419
2025 Q4	$693K	Sell	25,500 -4,800	-16%	-$129K	0.02%	424
2025 Q3	$860K	Buy	+30,300	New	+$906K	0.03%	391
2025 Q2	–	Sell	-27,200	Closed	-$722K	–	660
2025 Q1	$722K	Buy	+27,200	New	+$745K	0.04%	305
2023 Q4	–	Sell	-32,420	Closed	-$573K	–	592
2023 Q3	$573K	Buy	32,420 +6,020	+23%	+$117K	0.05%	228
2023 Q2	$490K	Buy	+26,400	New	+$462K	0.05%	243
2020 Q2	–	Sell	-21,680	Closed	-$406K	–	613
2020 Q1	$406K	Buy	+21,680	New	+$469K	0.05%	326

Other funds holding GEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's GEN Position: Q1 2026 in Review

Hillsdale Investment Management increased its Gen Digital (GEN) stake by 16% in Q1 2026, buying an estimated $94.9K and bringing the position to 29,600 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #419.

Hillsdale Investment Management first reported a position in GEN in Q1 2020 and has held it in 7 quarters since. The position peaked at $860K in Q3 2025. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Hillsdale Investment Management held 29,600 shares of Gen Digital worth $557K as of Q1 2026.
Hillsdale Investment Management bought 4,100 Gen Digital shares in Q1 2026, an estimated $94.9K.
Gen Digital made up 0.02% of Hillsdale Investment Management's portfolio in Q1 2026, its #419 holding.
Hillsdale Investment Management first reported a position in Gen Digital in Q1 2020 and has held it in 7 quarters since.
Hillsdale Investment Management's Gen Digital position peaked at $860K in Q3 2025.
670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.