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New York Life Investment Management’s Gen Digital GEN Stock Holding History

New York Life Investment 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
Q1 		$2.67M Buy
141,728
+10,861
+8% +$251K 0.02% 476
2025
Q4 		$3.56M Sell
130,867
-6,316
-5% -$170K 0.03% 393
2025
Q3 		$3.89M Sell
137,183
-1,600
-1% -$47.9K 0.03% 383
2025
Q2 		$4.08M Buy
138,783
+172
+0.1% +$4.7K 0.04% 369
2025
Q1 		$3.68M Buy
138,611
+226
+0.2% +$6.19K 0.04% 389
2024
Q4 		$3.79M Sell
138,385
-5,876
-4% -$169K 0.04% 396
2024
Q3 		$3.96M Sell
144,261
-15,231
-10% -$391K 0.04% 412
2024
Q2 		$3.98M Buy
159,492
+4,912
+3% +$112K 0.04% 394
2024
Q1 		$3.46M Sell
154,580
-5,220
-3% -$116K 0.03% 420
2023
Q4 		$3.65M Buy
159,800
+5,342
+3% +$106K 0.04% 390
2023
Q3 		$2.73M Buy
154,458
+33,621
+28% +$656K 0.03% 430
2023
Q2 		$2.24M Buy
120,837
+29,274
+32% +$512K 0.02% 488
2023
Q1 		$1.57M Sell
91,563
-1,713
-2% -$34.4K 0.02% 557
2022
Q4 		$2M Buy
93,276
+848
+0.9% +$18.7K 0.02% 515
2022
Q3 		$1.86M Buy
92,428
+1,263
+1% +$29.2K 0.02% 526
2022
Q2 		$2M Buy
+91,165
New +$2.24M 0.02% 512
2014
Q1 		– Sell
-5,100
Closed -$120K – 174
2013
Q4 		$120K Hold
5,100
– – 0.03% 126
2013
Q3 		$126K Hold
5,100
– – 0.04% 133
2013
Q2 		$115K Buy
+5,100
New +$120K 0.04% 122

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

New York Life Investment Management's GEN Position: Q1 2026 in Review

New York Life Investment Management increased its Gen Digital (GEN) stake by 8.3% in Q1 2026, buying an estimated $251K and bringing the position to 141,728 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #476.

New York Life Investment Management first reported a position in GEN in Q2 2013 and has held it in 19 quarters since. The position peaked at $4.08M in Q2 2025. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • New York Life Investment Management held 141,728 shares of Gen Digital worth $2.67M as of Q1 2026.
  • New York Life Investment Management bought 10,861 Gen Digital shares in Q1 2026, an estimated $251K.
  • Gen Digital made up 0.02% of New York Life Investment Management's portfolio in Q1 2026, its #476 holding.
  • New York Life Investment Management first reported a position in Gen Digital in Q2 2013 and has held it in 19 quarters since.
  • New York Life Investment Management's Gen Digital position peaked at $4.08M in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.