MFG
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Merit Financial Group’s Gen Digital GEN Stock Holding History

Merit 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
Q2 		$616K Buy
24,747
+7,880
+47% +$176K ﹤0.01% 1374
2026
Q1 		$318K Buy
16,867
+257
+2% +$5.95K ﹤0.01% 1620
2025
Q4 		$452K Buy
16,610
+4,109
+33% +$111K ﹤0.01% 1363
2025
Q3 		$355K Buy
12,501
+1,335
+12% +$39.9K ﹤0.01% 1342
2025
Q2 		$328K Buy
11,166
+877
+9% +$24K ﹤0.01% 1293
2025
Q1 		$273K Buy
+10,289
New +$282K ﹤0.01% 1160

Other funds holding GEN

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Merit Financial Group's GEN Position: Q2 2026 in Review

Merit Financial Group increased its Gen Digital (GEN) stake by 47% in Q2 2026, buying an estimated $176K and bringing the position to 24,747 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Merit Financial Group first reported a position in GEN in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Merit Financial Group held 24,747 shares of Gen Digital worth $616K as of Q2 2026.
  • Merit Financial Group bought 7,880 Gen Digital shares in Q2 2026, an estimated $176K.
  • Gen Digital made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1374 holding.
  • Merit Financial Group first reported a position in Gen Digital in Q1 2025 and has held it in 6 quarters since.
  • 122 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.