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Pinnacle Wealth Planning Services’s Gen Digital GEN Stock Holding History

Pinnacle Wealth Planning Services’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 		$24.9K Buy
1,002
+719
+254% +$16.1K ﹤0.01% 1682
2026
Q1 		$5.33K Buy
283
+10
+4% +$231 ﹤0.01% 2245
2025
Q4 		$7.42K Buy
+273
New +$7.35K ﹤0.01% 2134
2021
Q1 		– Sell
-1,323
Closed -$28K – 973
2020
Q4 		$28K Buy
+1,323
New +$26.7K 0.01% 1018

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

Pinnacle Wealth Planning Services's GEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Gen Digital (GEN) stake by 254% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,002 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Pinnacle Wealth Planning Services first reported a position in GEN in Q4 2020 and has held it in 4 quarters since. The position peaked at $28K in Q4 2020. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,002 shares of Gen Digital worth $24.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 719 Gen Digital shares in Q2 2026, an estimated $16.1K.
  • Gen Digital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1682 holding.
  • Pinnacle Wealth Planning Services first reported a position in Gen Digital in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Gen Digital position peaked at $28K in Q4 2020.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.