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Meeder Advisory Services’s Gen Digital GEN Stock Holding History

Meeder Advisory Services’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 		$349K Buy
18,537
+10,051
+118% +$233K 0.01% 476
2025
Q4 		$231K Buy
+8,486
New +$228K 0.01% 600

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

Meeder Advisory Services's GEN Position: Q1 2026 in Review

Meeder Advisory Services increased its Gen Digital (GEN) stake by 118% in Q1 2026, buying an estimated $233K and bringing the position to 18,537 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #476.

Meeder Advisory Services first reported a position in GEN in Q4 2025 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Meeder Advisory Services held 18,537 shares of Gen Digital worth $349K as of Q1 2026.
  • Meeder Advisory Services bought 10,051 Gen Digital shares in Q1 2026, an estimated $233K.
  • Gen Digital made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #476 holding.
  • Meeder Advisory Services first reported a position in Gen Digital in Q4 2025 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.