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&Partners’s Gen Digital GEN Stock Holding History

&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 		$691K Buy
27,724
+225
+0.8% +$5.03K ﹤0.01% 1644
2026
Q1 		$517K Sell
27,499
-8,395
-23% -$194K ﹤0.01% 1676
2025
Q4 		$976K Buy
35,894
+5,441
+18% +$146K 0.01% 1230
2025
Q3 		$865K Buy
30,453
+6,035
+25% +$180K 0.01% 1157
2025
Q2 		$718K Buy
+24,418
New +$667K 0.01% 1156

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

&Partners's GEN Position: Q2 2026 in Review

&Partners increased its Gen Digital (GEN) stake by 0.82% in Q2 2026, buying an estimated $5.03K and bringing the position to 27,724 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

&Partners first reported a position in GEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $976K in Q4 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • &Partners held 27,724 shares of Gen Digital worth $691K as of Q2 2026.
  • &Partners bought 225 Gen Digital shares in Q2 2026, an estimated $5.03K.
  • Gen Digital made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1644 holding.
  • &Partners first reported a position in Gen Digital in Q2 2025 and has held it in 5 quarters since.
  • &Partners's Gen Digital position peaked at $976K in Q4 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.