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Mirabella Financial Services’s Gen Digital GEN Stock Holding History

Mirabella Financial 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
Q2 		– Sell
-19,163
Closed -$361K – 879
2026
Q1 		$361K Buy
+19,163
New +$443K 0.03% 394
2024
Q3 		– Sell
-26,012
Closed -$650K – 292
2024
Q2 		$650K Buy
+26,012
New +$595K 0.05% 221

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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

Mirabella Financial Services's GEN Position: Q2 2026 in Review

Mirabella Financial Services sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 19,163 shares — an estimated $361K sold.

Mirabella Financial Services first reported a position in GEN in Q2 2024 and held it in 2 quarters. The position peaked at $650K in Q2 2024. 682 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Mirabella Financial Services reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 19,163 Gen Digital shares in Q2 2026, an estimated $361K.
  • Mirabella Financial Services first reported a position in Gen Digital in Q2 2024 and held it in 2 quarters.
  • Mirabella Financial Services's Gen Digital position peaked at $650K in Q2 2024.
  • 682 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.