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Institute for Wealth Management’s Gen Digital GEN Stock Holding History

Institute for Wealth 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 		$404K Sell
16,213
-858
-5% -$19.2K 0.04% 370
2026
Q1 		$321K Hold
17,071
– – 0.03% 407
2025
Q4 		$464K Buy
17,071
+653
+4% +$17.6K 0.05% 330
2025
Q3 		$466K Sell
16,418
-201
-1% -$6.01K 0.05% 337
2025
Q2 		$489K Sell
16,619
-489
-3% -$13.4K 0.05% 321
2025
Q1 		$454K Sell
17,108
-250
-1% -$6.85K 0.06% 314
2024
Q4 		$475K Hold
17,358
– – 0.06% 296
2024
Q3 		$476K Buy
17,358
+1
+0% +$26 0.06% 310
2024
Q2 		$434K Hold
17,357
– – 0.06% 312
2024
Q1 		$389K Sell
17,357
-249
-1% -$5.52K 0.05% 333
2023
Q4 		$402K Hold
17,606
– – 0.07% 310
2023
Q3 		$311K Sell
17,606
-3,421
-16% -$66.8K 0.06% 339
2023
Q2 		$390K Sell
21,027
-1,364
-6% -$23.9K 0.07% 309
2023
Q1 		$384K Sell
22,391
-475
-2% -$9.53K 0.07% 307
2022
Q4 		$490K Sell
22,866
-267
-1% -$5.9K 0.1% 265
2022
Q3 		$466K Hold
23,133
– – 0.1% 250
2022
Q2 		$508K Sell
23,133
-201
-0.9% -$4.94K 0.1% 267
2022
Q1 		$619K Buy
23,334
+201
+0.9% +$5.53K 0.1% 247
2021
Q4 		$601K Hold
23,133
– – 0.1% 245
2021
Q3 		$585K Hold
23,133
– – 0.1% 241
2021
Q2 		$630K Buy
23,133
+419
+2% +$10.4K 0.11% 225
2021
Q1 		$483K Buy
22,714
+2,633
+13% +$55.2K 0.09% 275
2020
Q4 		$417K Buy
20,081
+10,000
+99% +$202K 0.08% 290
2020
Q3 		$210K Buy
+10,081
New +$218K 0.05% 388

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Institute for Wealth Management's GEN Position: Q2 2026 in Review

Institute for Wealth Management reduced its Gen Digital (GEN) stake by 5% in Q2 2026, selling an estimated $19.2K and leaving 16,213 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #370.

Institute for Wealth Management first reported a position in GEN in Q3 2020 and has held it in 24 quarters since. The position peaked at $630K in Q2 2021. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Institute for Wealth Management held 16,213 shares of Gen Digital worth $404K as of Q2 2026.
  • Institute for Wealth Management sold 858 Gen Digital shares in Q2 2026, an estimated $19.2K.
  • Gen Digital made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Institute for Wealth Management first reported a position in Gen Digital in Q3 2020 and has held it in 24 quarters since.
  • Institute for Wealth Management's Gen Digital position peaked at $630K in Q2 2021.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.