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Legacy Capital Group California’s Gen Digital GEN Stock Holding History

Legacy Capital Group California’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 		$669K Buy
35,538
+723
+2% +$16.7K 0.25% 130
2025
Q4 		$947K Sell
34,815
-68
-0.2% -$1.83K 0.23% 116
2025
Q3 		$990K Buy
34,883
+214
+0.6% +$6.4K 0.25% 106
2025
Q2 		$1.02M Sell
34,669
-908
-3% -$24.8K 0.28% 92
2025
Q1 		$944K Sell
35,577
-328
-0.9% -$8.99K 0.33% 65
2024
Q4 		$983K Sell
35,905
-214
-0.6% -$6.15K 0.3% 76
2024
Q3 		$991K Sell
36,119
-1,313
-4% -$33.7K 0.33% 71
2024
Q2 		$935K Buy
37,432
+411
+1% +$9.4K 0.34% 79
2024
Q1 		$829K Buy
37,021
+14,526
+65% +$322K 0.31% 105
2023
Q4 		$513K Sell
22,495
-173
-0.8% -$3.43K 0.2% 156
2023
Q3 		$401K Buy
22,668
+58
+0.3% +$1.13K 0.17% 173
2023
Q2 		$419K Buy
22,610
+629
+3% +$11K 0.17% 173
2023
Q1 		$377K Buy
+21,981
New +$441K 0.18% 166

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

Legacy Capital Group California's GEN Position: Q1 2026 in Review

Legacy Capital Group California increased its Gen Digital (GEN) stake by 2.1% in Q1 2026, buying an estimated $16.7K and bringing the position to 35,538 shares worth $669K. The position accounts for 0.25% of the portfolio, ranked #130.

Legacy Capital Group California first reported a position in GEN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Legacy Capital Group California held 35,538 shares of Gen Digital worth $669K as of Q1 2026.
  • Legacy Capital Group California bought 723 Gen Digital shares in Q1 2026, an estimated $16.7K.
  • Gen Digital made up 0.25% of Legacy Capital Group California's portfolio in Q1 2026, its #130 holding.
  • Legacy Capital Group California first reported a position in Gen Digital in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's Gen Digital position peaked at $1.02M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.