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Medallion Wealth Advisors’s Gen Digital GEN Stock Holding History

Medallion Wealth Advisors’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 		$149 Buy
+6
New +$134 ﹤0.01% 1103

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Medallion Wealth Advisors's GEN Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Gen Digital (GEN) in Q2 2026: 6 shares worth $149. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings.

682 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Medallion Wealth Advisors held 6 shares of Gen Digital worth $149 as of Q2 2026.
  • Gen Digital was a new Medallion Wealth Advisors position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1103 holding.
  • 682 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.