PFG Investments’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$216K Buy
+8,684
New +$194K 0.01% 1136
2026
Q1
Sell
-9,928
Closed -$270K 1218
2025
Q4
$270K Buy
9,928
+14
+0.1% +$377 0.01% 863
2025
Q3
$281K Buy
9,914
+12
+0.1% +$359 0.01% 821
2025
Q2
$291K Buy
9,902
+838
+9% +$22.9K 0.02% 752
2025
Q1
$241K Buy
9,064
+14
+0.2% +$384 0.02% 802
2024
Q4
$248K Buy
9,050
+12
+0.1% +$345 0.02% 797
2024
Q3
$248K Buy
9,038
+258
+3% +$6.62K 0.02% 805
2024
Q2
$219K Sell
8,780
-697
-7% -$15.9K 0.02% 779
2024
Q1
$212K Buy
+9,477
New +$210K 0.01% 878

Other funds holding GEN

PFG Investments's GEN Position: Q2 2026 in Review

PFG Investments opened a new position in Gen Digital (GEN) in Q2 2026: 8,684 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: PFG Investments previously reported a position in GEN as recently as Q4 2025.

PFG Investments first reported a position in GEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $291K in Q2 2025. 122 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • PFG Investments held 8,684 shares of Gen Digital worth $216K as of Q2 2026.
  • Gen Digital was a new PFG Investments position in Q2 2026.
  • Gen Digital made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1136 holding.
  • PFG Investments first reported a position in Gen Digital in Q1 2024 and has held it in 9 quarters since.
  • PFG Investments's Gen Digital position peaked at $291K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.