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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
Q2 		$855K Buy
34,340
+4,740
+16% +$106K 0.02% 410
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
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

Hillsdale Investment Management's GEN Position: Q2 2026 in Review

Hillsdale Investment Management increased its Gen Digital (GEN) stake by 16% in Q2 2026, buying an estimated $106K and bringing the position to 34,340 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #410.

Hillsdale Investment Management first reported a position in GEN in Q1 2020 and has held it in 8 quarters since. The position peaked at $860K in Q3 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Hillsdale Investment Management held 34,340 shares of Gen Digital worth $855K as of Q2 2026.
  • Hillsdale Investment Management bought 4,740 Gen Digital shares in Q2 2026, an estimated $106K.
  • Gen Digital made up 0.02% of Hillsdale Investment Management's portfolio in Q2 2026, its #410 holding.
  • Hillsdale Investment Management first reported a position in Gen Digital in Q1 2020 and has held it in 8 quarters since.
  • Hillsdale Investment Management's Gen Digital position peaked at $860K in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.