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Larson Financial Group’s Gen Digital GEN Stock Holding History

Larson Financial Group’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 		$48.1K Buy
2,557
+258
+11% +$5.97K ﹤0.01% 1377
2025
Q4 		$62.5K Buy
2,299
+44
+2% +$1.18K ﹤0.01% 1134
2025
Q3 		$64K Buy
2,255
+390
+21% +$11.7K ﹤0.01% 1057
2025
Q2 		$54.8K Buy
1,865
+259
+16% +$7.08K ﹤0.01% 1039
2025
Q1 		$42.6K Buy
1,606
+295
+23% +$8.08K ﹤0.01% 1090
2024
Q4 		$35.9K Buy
1,311
+2
+0.2% +$58 ﹤0.01% 1006
2024
Q3 		$35.9K Buy
1,309
+26
+2% +$667 ﹤0.01% 1007
2024
Q2 		$32K Buy
1,283
+59
+5% +$1.35K ﹤0.01% 922
2024
Q1 		$27.4K Buy
1,224
+3
+0.2% +$67 ﹤0.01% 824
2023
Q4 		$27.9K Hold
1,221
– – ﹤0.01% 770
2023
Q3 		$21.6K Sell
1,221
-1
-0.1% -$20 ﹤0.01% 793
2023
Q2 		$22.7K Sell
1,222
-10
-0.8% -$175 ﹤0.01% 711
2023
Q1 		$21.1K Buy
1,232
+5
+0.4% +$100 ﹤0.01% 727
2022
Q4 		$26.3K Buy
1,227
+18
+1% +$398 ﹤0.01% 636
2022
Q3 		$24K Buy
1,209
+4
+0.3% +$92 ﹤0.01% 592
2022
Q2 		$26K Buy
1,205
+4
+0.3% +$98 ﹤0.01% 495
2022
Q1 		$32K Buy
1,201
+3
+0.3% +$82 0.01% 443
2021
Q4 		$31K Buy
1,198
+554
+86% +$14K ﹤0.01% 465
2021
Q3 		$16K Buy
644
+3
+0.5% +$78 ﹤0.01% 508
2021
Q2 		$17K Buy
+641
New +$16K ﹤0.01% 467

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

Larson Financial Group's GEN Position: Q1 2026 in Review

Larson Financial Group increased its Gen Digital (GEN) stake by 11% in Q1 2026, buying an estimated $5.97K and bringing the position to 2,557 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Larson Financial Group first reported a position in GEN in Q2 2021 and has held it in 20 quarters since. The position peaked at $64K in Q3 2025. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Larson Financial Group held 2,557 shares of Gen Digital worth $48.1K as of Q1 2026.
  • Larson Financial Group bought 258 Gen Digital shares in Q1 2026, an estimated $5.97K.
  • Gen Digital made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1377 holding.
  • Larson Financial Group first reported a position in Gen Digital in Q2 2021 and has held it in 20 quarters since.
  • Larson Financial Group's Gen Digital position peaked at $64K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.