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Planning Strategies’s Gen Digital GEN Stock Holding History

Planning Strategies’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 		$3.76K Buy
+151
New +$3.37K ﹤0.01% 457

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's GEN Position: Q2 2026 in Review

Planning Strategies opened a new position in Gen Digital (GEN) in Q2 2026: 151 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

639 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Planning Strategies held 151 shares of Gen Digital worth $3.76K as of Q2 2026.
  • Gen Digital was a new Planning Strategies position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #457 holding.
  • 639 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.