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Plante Moran Financial Advisors’s Gen Digital GEN Stock Holding History

Plante Moran Financial Advisors’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 		$249 Buy
+10
New +$223 ﹤0.01% 1375
2022
Q1 		– Sell
-687
Closed -$18K – 875
2021
Q4 		$18K Buy
687
+587
+587% +$14.9K ﹤0.01% 582
2021
Q3 		$3K Hold
100
– – ﹤0.01% 834
2021
Q2 		$3K Hold
100
– – ﹤0.01% 852
2021
Q1 		$2K Hold
100
– – ﹤0.01% 909
2020
Q4 		$2K Buy
+100
New +$2.02K ﹤0.01% 771
2017
Q4 		– Sell
-52
Closed -$2K – 893
2017
Q3 		$2K Buy
+52
New +$1.58K ﹤0.01% 724
2016
Q4 		– Sell
-76
Closed -$2K – 994
2016
Q3 		$2K Sell
76
-126
-62% -$2.87K ﹤0.01% 834
2016
Q2 		$4K Buy
202
+90
+80% +$1.62K ﹤0.01% 671
2016
Q1 		$2K Sell
112
-34
-23% -$654 ﹤0.01% 719
2015
Q4 		$3K Hold
146
– – ﹤0.01% 818
2015
Q3 		$3K Sell
146
-19
-12% -$409 ﹤0.01% 635
2015
Q2 		$4K Sell
165
-46
-22% -$1.12K ﹤0.01% 642
2015
Q1 		$5K Buy
211
+34
+19% +$849 ﹤0.01% 611
2014
Q4 		$5K Buy
177
+12
+7% +$298 ﹤0.01% 660
2014
Q3 		$4K Hold
165
– – ﹤0.01% 698
2014
Q2 		$4K Buy
+165
New +$3.51K ﹤0.01% 693
2014
Q1 		– Sell
-1,773
Closed -$42K – 649
2013
Q4 		$42K Buy
+1,773
New +$41.5K 0.02% 260

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's GEN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Gen Digital (GEN) in Q2 2026: 10 shares worth $249. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in GEN as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in GEN in Q4 2013 and has held it in 18 quarters since. The position peaked at $42K in Q4 2013. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Plante Moran Financial Advisors held 10 shares of Gen Digital worth $249 as of Q2 2026.
  • Gen Digital was a new Plante Moran Financial Advisors position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1375 holding.
  • Plante Moran Financial Advisors first reported a position in Gen Digital in Q4 2013 and has held it in 18 quarters since.
  • Plante Moran Financial Advisors's Gen Digital position peaked at $42K in Q4 2013.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.