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ORG Wealth Partners’s Gen Digital GEN Stock Holding History

ORG Wealth 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
2026
Q2 		$311K Buy
12,494
+4,271
+52% +$95.4K 0.05% 206
2026
Q1 		$155K Buy
8,223
+2,472
+43% +$57.2K 0.03% 252
2025
Q4 		$156K Buy
+5,751
New +$155K 0.04% 237

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

ORG Wealth Partners's GEN Position: Q2 2026 in Review

ORG Wealth Partners increased its Gen Digital (GEN) stake by 52% in Q2 2026, buying an estimated $95.4K and bringing the position to 12,494 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #206.

ORG Wealth Partners first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • ORG Wealth Partners held 12,494 shares of Gen Digital worth $311K as of Q2 2026.
  • ORG Wealth Partners bought 4,271 Gen Digital shares in Q2 2026, an estimated $95.4K.
  • Gen Digital made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • ORG Wealth Partners first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.