Luken Investment Analytics’s Gen Digital GEN Stock Holding History

Luken Investment Analytics’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	–	Sell	-10	Closed	-$272	–	269
2025 Q4	$272	Buy	+10	New	+$269	﹤0.01%	363

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luken Investment Analytics's GEN Position: Q1 2026 in Review

Luken Investment Analytics sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 10 shares — an estimated $272 sold.

Luken Investment Analytics first reported a position in GEN in Q4 2025 and held it in 1 quarter. The position peaked at $272 in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Luken Investment Analytics reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
Luken Investment Analytics sold 10 Gen Digital shares in Q1 2026, an estimated $272.
Luken Investment Analytics first reported a position in Gen Digital in Q4 2025 and held it in 1 quarter.
Luken Investment Analytics's Gen Digital position peaked at $272 in Q4 2025.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.