Investors Research Corp’s Gen Digital GEN Stock Holding History

Investors Research Corp’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	$114K	Hold	4,600	–	–	0.02%	314
2026 Q1	$86.6K	Hold	4,600	–	–	0.02%	342
2025 Q4	$125K	Hold	4,600	–	–	0.02%	341
2025 Q3	$131K	Hold	4,600	–	–	0.02%	340
2025 Q2	$135K	Hold	4,600	–	–	0.03%	348
2025 Q1	$122K	Hold	4,600	–	–	0.03%	356
2024 Q4	$126K	Hold	4,600	–	–	0.03%	364
2024 Q3	$126K	Hold	4,600	–	–	0.03%	366
2024 Q2	$115K	Hold	4,600	–	–	0.03%	387
2024 Q1	$103K	Hold	4,600	–	–	0.02%	396
2023 Q4	$105K	Hold	4,600	–	–	0.03%	412
2023 Q3	$81.3K	Hold	4,600	–	–	0.02%	441
2023 Q2	$85.3K	Hold	4,600	–	–	0.02%	436
2023 Q1	$78.9K	Hold	4,600	–	–	0.02%	455
2022 Q4	$98.6K	Hold	4,600	–	–	0.03%	416
2022 Q3	$93K	Hold	4,600	–	–	0.03%	407
2022 Q2	$101K	Hold	4,600	–	–	0.03%	408
2022 Q1	$122K	Hold	4,600	–	–	0.03%	385
2021 Q4	$120K	Hold	4,600	–	–	0.04%	374
2021 Q3	$116K	Hold	4,600	–	–	0.04%	381
2021 Q2	$125K	Hold	4,600	–	–	0.04%	355
2021 Q1	$98K	Hold	4,600	–	–	0.04%	397
2020 Q4	$96K	Hold	4,600	–	–	0.04%	420
2020 Q3	$96K	Hold	4,600	–	–	0.05%	397
2020 Q2	$91K	Hold	4,600	–	–	0.05%	377
2020 Q1	$86K	Hold	4,600	–	–	0.05%	351
2019 Q4	$117K	Hold	4,600	–	–	0.05%	378
2019 Q3	$109K	Hold	4,600	–	–	0.06%	382
2019 Q2	$100K	Hold	4,600	–	–	0.05%	380
2019 Q1	$106K	Buy	+4,600	New	+$100K	0.06%	372

Other funds holding GEN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Investors Research Corp's GEN Position: Q2 2026 in Review

Investors Research Corp held its Gen Digital (GEN) position steady in Q2 2026 at 4,600 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #314.

Investors Research Corp first reported a position in GEN in Q1 2019 and has held it in 30 quarters since. The position peaked at $135K in Q2 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Investors Research Corp held 4,600 shares of Gen Digital worth $114K as of Q2 2026.
Investors Research Corp left its Gen Digital share count unchanged in Q2 2026.
Gen Digital made up 0.02% of Investors Research Corp's portfolio in Q2 2026, its #314 holding.
Investors Research Corp first reported a position in Gen Digital in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Gen Digital position peaked at $135K in Q2 2025.
684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.