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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
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 $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

Pinnacle Wealth Planning Services's GEN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Gen Digital (GEN) stake by 3.7% in Q1 2026, buying an estimated $231 and bringing the position to 283 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Pinnacle Wealth Planning Services first reported a position in GEN in Q4 2020 and has held it in 3 quarters since. The position peaked at $28K in Q4 2020. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 283 shares of Gen Digital worth $5.33K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 10 Gen Digital shares in Q1 2026, an estimated $231.
  • Gen Digital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2245 holding.
  • Pinnacle Wealth Planning Services first reported a position in Gen Digital in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Gen Digital position peaked at $28K in Q4 2020.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.