Permit Capital’s Gen Digital GEN Stock Holding History

Permit Capital’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	$7.06M	Buy	375,000 +50,000	+15%	+$1.16M	2.4%	16
2025 Q4	$8.84M	Hold	325,000	–	–	2.75%	14
2025 Q3	$9.23M	Hold	325,000	–	–	2.89%	13
2025 Q2	$9.55M	Hold	325,000	–	–	3.09%	7
2025 Q1	$8.63M	Hold	325,000	–	–	3.06%	9
2024 Q4	$8.9M	Hold	325,000	–	–	3.06%	10
2024 Q3	$8.91M	Hold	325,000	–	–	2.74%	12
2024 Q2	$8.12M	Buy	+325,000	New	+$7.44M	3.05%	9

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Permit Capital's GEN Position: Q1 2026 in Review

Permit Capital increased its Gen Digital (GEN) stake by 15% in Q1 2026, buying an estimated $1.16M and bringing the position to 375,000 shares worth $7.06M. The position accounts for 2.4% of the portfolio, ranked #16.

Permit Capital first reported a position in GEN in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.55M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Permit Capital held 375,000 shares of Gen Digital worth $7.06M as of Q1 2026.
Permit Capital bought 50,000 Gen Digital shares in Q1 2026, an estimated $1.16M.
Gen Digital made up 2.4% of Permit Capital's portfolio in Q1 2026, its #16 holding.
Permit Capital first reported a position in Gen Digital in Q2 2024 and has held it in 8 quarters since.
Permit Capital's Gen Digital position peaked at $9.55M in Q2 2025.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Permit Capital's 13F filing for Q1 2026, filed 7 May 2026.