PCS
GEN icon

Personal CFO Solutions’s Gen Digital GEN Stock Holding History

Personal CFO Solutions’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 		$203K Buy
10,759
+2,784
+35% +$64.4K 0.03% 508
2025
Q4 		$217K Buy
+7,975
New +$215K 0.03% 479
2021
Q1 		– Sell
-10,031
Closed -$208K – 422
2020
Q4 		$208K Buy
10,031
+420
+4% +$8.48K 0.05% 344
2020
Q3 		$0 Buy
+9,611
New +$208K ﹤0.01% 214
2020
Q2 		– Sell
-11,433
Closed -$214K – 328
2020
Q1 		$214K Buy
+11,433
New +$247K 0.08% 229

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

Personal CFO Solutions's GEN Position: Q1 2026 in Review

Personal CFO Solutions increased its Gen Digital (GEN) stake by 35% in Q1 2026, buying an estimated $64.4K and bringing the position to 10,759 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #508.

Personal CFO Solutions first reported a position in GEN in Q1 2020 and has held it in 5 quarters since. The position peaked at $217K in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Personal CFO Solutions held 10,759 shares of Gen Digital worth $203K as of Q1 2026.
  • Personal CFO Solutions bought 2,784 Gen Digital shares in Q1 2026, an estimated $64.4K.
  • Gen Digital made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #508 holding.
  • Personal CFO Solutions first reported a position in Gen Digital in Q1 2020 and has held it in 5 quarters since.
  • Personal CFO Solutions's Gen Digital position peaked at $217K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.