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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

&Partners's GEN Position: Q1 2026 in Review

&Partners reduced its Gen Digital (GEN) stake by 23% in Q1 2026, selling an estimated $194K and leaving 27,499 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

&Partners first reported a position in GEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $976K in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • &Partners held 27,499 shares of Gen Digital worth $517K as of Q1 2026.
  • &Partners sold 8,395 Gen Digital shares in Q1 2026, an estimated $194K.
  • Gen Digital made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1676 holding.
  • &Partners first reported a position in Gen Digital in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Gen Digital position peaked at $976K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.