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ORG Partners’s Gen Digital GEN Stock Holding History

ORG Partners’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
2025
Q4 		$39.6K Buy
1,455
+250
+21% +$6.73K 0.01% 634
2025
Q3 		$34.2K Buy
1,205
+41
+4% +$1.23K 0.01% 669
2025
Q2 		$34.7K Buy
1,164
+34
+3% +$929 0.01% 624
2025
Q1 		$30.2K Hold
1,130
– – 0.01% 596
2024
Q4 		$30.9K Hold
1,130
– – ﹤0.01% 652
2024
Q3 		$31K Hold
1,130
– – 0.01% 602
2024
Q2 		$28.1K Hold
1,130
– – ﹤0.01% 983
2024
Q1 		$25.2K Hold
1,130
– – 0.05% 202
2023
Q4 		$25.8K Hold
1,130
– – ﹤0.01% 639
2023
Q3 		$20K Sell
1,130
-1
-0.1% -$20 0.01% 693
2023
Q2 		$20.9K Buy
+1,131
New +$19.8K ﹤0.01% 866

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

ORG Partners's GEN Position: Q4 2025 in Review

ORG Partners increased its Gen Digital (GEN) stake by 21% in Q4 2025, buying an estimated $6.73K and bringing the position to 1,455 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #634.

ORG Partners first reported a position in GEN in Q2 2023 and has held it in 11 quarters since. 686 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • ORG Partners held 1,455 shares of Gen Digital worth $39.6K as of Q4 2025.
  • ORG Partners bought 250 Gen Digital shares in Q4 2025, an estimated $6.73K.
  • Gen Digital made up 0.01% of ORG Partners's portfolio in Q4 2025, its #634 holding.
  • ORG Partners first reported a position in Gen Digital in Q2 2023 and has held it in 11 quarters since.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.