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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
Q2 		$263K Sell
10,564
-195
-2% -$4.36K 0.04% 439
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 $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

Personal CFO Solutions's GEN Position: Q2 2026 in Review

Personal CFO Solutions reduced its Gen Digital (GEN) stake by 1.8% in Q2 2026, selling an estimated $4.36K and leaving 10,564 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #439.

Personal CFO Solutions first reported a position in GEN in Q1 2020 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Personal CFO Solutions held 10,564 shares of Gen Digital worth $263K as of Q2 2026.
  • Personal CFO Solutions sold 195 Gen Digital shares in Q2 2026, an estimated $4.36K.
  • Gen Digital made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #439 holding.
  • Personal CFO Solutions first reported a position in Gen Digital in Q1 2020 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.