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OmniStar Financial Group’s Gen Digital GEN Stock Holding History

OmniStar Financial 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 		$1.4M Buy
56,210
+5,150
+10% +$115K 0.64% 51
2026
Q1 		$961K Buy
+51,060
New +$1.18M 0.5% 59
2025
Q3 		– Sell
-11,218
Closed -$330K – 127
2025
Q2 		$330K Buy
11,218
+707
+7% +$19.3K 0.25% 94
2025
Q1 		$279K Buy
+10,511
New +$288K 0.22% 100

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

OmniStar Financial Group's GEN Position: Q2 2026 in Review

OmniStar Financial Group increased its Gen Digital (GEN) stake by 10% in Q2 2026, buying an estimated $115K and bringing the position to 56,210 shares worth $1.4M. The position accounts for 0.64% of the portfolio, ranked #51.

OmniStar Financial Group first reported a position in GEN in Q1 2025 and has held it in 4 quarters since. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • OmniStar Financial Group held 56,210 shares of Gen Digital worth $1.4M as of Q2 2026.
  • OmniStar Financial Group bought 5,150 Gen Digital shares in Q2 2026, an estimated $115K.
  • Gen Digital made up 0.64% of OmniStar Financial Group's portfolio in Q2 2026, its #51 holding.
  • OmniStar Financial Group first reported a position in Gen Digital in Q1 2025 and has held it in 4 quarters since.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.