MV Capital Management
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MV Capital Management’s Gen Digital GEN Stock Holding History

MV Capital Management’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
Q3 		$15.8K Sell
719
-1
-0.1% -$28 ﹤0.01% 487
2026
Q2 		$17.9K Buy
720
+475
+194% +$10.6K ﹤0.01% 470
2026
Q1 		$4.61K Buy
245
+78
+47% +$1.8K ﹤0.01% 639
2025
Q4 		$4.54K Buy
167
+4
+2% +$108 ﹤0.01% 618
2025
Q3 		$4.63K Hold
163
– – ﹤0.01% 615
2025
Q2 		$4.79K Sell
163
-14
-8% -$383 ﹤0.01% 614
2025
Q1 		$4.7K Buy
177
+3
+2% +$82 ﹤0.01% 621
2024
Q4 		$4.76K Sell
174
-9
-5% -$259 ﹤0.01% 611
2024
Q3 		$5.02K Buy
183
+2
+1% +$51 ﹤0.01% 627
2024
Q2 		$4.52K Buy
181
+24
+15% +$549 ﹤0.01% 608
2024
Q1 		$3.52K Sell
157
-95
-38% -$2.11K ﹤0.01% 633
2023
Q4 		$5.75K Sell
252
-26
-9% -$515 ﹤0.01% 588
2023
Q3 		$4.92K Buy
278
+151
+119% +$2.95K ﹤0.01% 591
2023
Q2 		$2.36K Buy
127
+70
+123% +$1.22K ﹤0.01% 630
2023
Q1 		$979 Sell
57
-152
-73% -$3.05K ﹤0.01% 669
2022
Q4 		$4.48K Buy
209
+8
+4% +$177 ﹤0.01% 567
2022
Q3 		$4K Buy
201
+92
+84% +$2.13K ﹤0.01% 569
2022
Q2 		$2K Sell
109
-112
-51% -$2.75K ﹤0.01% 621
2022
Q1 		$6K Buy
221
+57
+35% +$1.57K ﹤0.01% 569
2021
Q4 		$4K Buy
164
+1
+0.6% +$25 ﹤0.01% 615
2021
Q3 		$4K Buy
163
+55
+51% +$1.43K ﹤0.01% 614
2021
Q2 		$3K Buy
+108
New +$2.69K ﹤0.01% 578
2015
Q2 		– Sell
-59
Closed -$1K – 429
2015
Q1 		$1K Hold
59
– – ﹤0.01% 405
2014
Q4 		$2K Buy
+59
New +$1.47K ﹤0.01% 488

Other funds holding GEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

MV Capital Management's GEN Position: Q3 2026 in Review

MV Capital Management reduced its Gen Digital (GEN) stake by 0.14% in Q3 2026, selling an estimated $28 and leaving 719 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

MV Capital Management first reported a position in GEN in Q4 2014 and has held it in 24 quarters since. The position peaked at $17.9K in Q2 2026. 604 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • MV Capital Management held 719 shares of Gen Digital worth $15.8K as of Q3 2026.
  • MV Capital Management sold 1 Gen Digital share in Q3 2026, an estimated $28.
  • Gen Digital made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #487 holding.
  • MV Capital Management first reported a position in Gen Digital in Q4 2014 and has held it in 24 quarters since.
  • MV Capital Management's Gen Digital position peaked at $17.9K in Q2 2026.
  • 604 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.