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Oakmont Advisory Group’s Gen Digital GEN Stock Holding History

Oakmont Advisory 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 		$846 Buy
+34
New +$760 ﹤0.01% 467

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Oakmont Advisory Group's GEN Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Gen Digital (GEN) in Q2 2026: 34 shares worth $846. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

682 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Oakmont Advisory Group held 34 shares of Gen Digital worth $846 as of Q2 2026.
  • Gen Digital was a new Oakmont Advisory Group position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #467 holding.
  • 682 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.