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J. Safra Asset Management’s Gen Digital GEN Stock Holding History

J. Safra Asset 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 		$3.11K Buy
+165
New +$3.82K ﹤0.01% 553
2016
Q4 		– Sell
-785
Closed -$20K – 65
2016
Q3 		$20K Hold
785
– – 0.04% 137
2016
Q2 		$16K Buy
+785
New +$14.1K 0.03% 221

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J. Safra Asset Management's GEN Position: Q1 2026 in Review

J. Safra Asset Management opened a new position in Gen Digital (GEN) in Q1 2026: 165 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: J. Safra Asset Management previously reported a position in GEN as recently as Q3 2016.

J. Safra Asset Management first reported a position in GEN in Q2 2016 and has held it in 3 quarters since. The position peaked at $20K in Q3 2016. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • J. Safra Asset Management held 165 shares of Gen Digital worth $3.11K as of Q1 2026.
  • Gen Digital was a new J. Safra Asset Management position in Q1 2026.
  • Gen Digital made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #553 holding.
  • J. Safra Asset Management first reported a position in Gen Digital in Q2 2016 and has held it in 3 quarters since.
  • J. Safra Asset Management's Gen Digital position peaked at $20K in Q3 2016.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.