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MJP Associates’s Gen Digital GEN Stock Holding History

MJP Associates’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
-21,626
Closed -$588K – 252
2025
Q4 		$588K Sell
21,626
-5,385
-20% -$145K 0.07% 114
2025
Q3 		$767K Buy
27,011
+1,582
+6% +$47.3K 0.1% 84
2025
Q2 		$748K Sell
25,429
-680
-3% -$18.6K 0.11% 81
2025
Q1 		$693K Buy
26,109
+5,045
+24% +$138K 0.13% 80
2024
Q4 		$577K Buy
+21,064
New +$606K 0.1% 84

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

MJP Associates's GEN Position: Q1 2026 in Review

MJP Associates sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 21,626 shares — an estimated $588K sold.

MJP Associates first reported a position in GEN in Q4 2024 and held it in 5 quarters. The position peaked at $767K in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • MJP Associates reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • MJP Associates sold 21,626 Gen Digital shares in Q1 2026, an estimated $588K.
  • MJP Associates first reported a position in Gen Digital in Q4 2024 and held it in 5 quarters.
  • MJP Associates's Gen Digital position peaked at $767K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.