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Platform Technology Partners’s Gen Digital GEN Stock Holding History

Platform Technology Partners’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 		$309K Sell
12,421
-1,726
-12% -$38.6K 0.05% 248
2026
Q1 		$266K Buy
14,147
+1,488
+12% +$34.4K 0.05% 250
2025
Q4 		$344K Buy
12,659
+301
+2% +$8.1K 0.07% 190
2025
Q3 		$351K Buy
12,358
+54
+0.4% +$1.61K 0.08% 181
2025
Q2 		$362K Sell
12,304
-25
-0.2% -$683 0.09% 178
2025
Q1 		$327K Buy
12,329
+53
+0.4% +$1.45K 0.1% 176
2024
Q4 		$336K Hold
12,276
– – 0.1% 155
2024
Q3 		$337K Sell
12,276
-73
-0.6% -$1.87K 0.11% 163
2024
Q2 		$308K Buy
+12,349
New +$283K 0.11% 164
2023
Q4 		$270K Hold
12,349
– – 0.11% 170
2023
Q3 		$218K Hold
12,349
– – 0.1% 169
2023
Q2 		$232K Buy
12,349
+25
+0.2% +$437 0.11% 169
2023
Q1 		$211K Hold
12,324
– – 0.1% 172
2022
Q4 		$264K Hold
12,324
– – 0.14% 151
2022
Q3 		$248K Hold
12,324
– – 0.14% 151
2022
Q2 		$271K Hold
12,324
– – 0.15% 145
2022
Q1 		$327K Sell
12,324
-100
-0.8% -$2.75K 0.16% 141
2021
Q4 		$323K Buy
12,424
+134
+1% +$3.39K 0.14% 157
2021
Q3 		$311K Buy
12,290
+73
+0.6% +$1.9K 0.14% 163
2021
Q2 		$333K Buy
+12,217
New +$304K 0.14% 173
2020
Q4 		$251K Buy
12,094
+1,000
+9% +$20.2K 0.12% 180
2020
Q3 		$231K Buy
+11,094
New +$240K 0.14% 154

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

Platform Technology Partners's GEN Position: Q2 2026 in Review

Platform Technology Partners reduced its Gen Digital (GEN) stake by 12% in Q2 2026, selling an estimated $38.6K and leaving 12,421 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #248.

Platform Technology Partners first reported a position in GEN in Q3 2020 and has held it in 22 quarters since. The position peaked at $362K in Q2 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Platform Technology Partners held 12,421 shares of Gen Digital worth $309K as of Q2 2026.
  • Platform Technology Partners sold 1,726 Gen Digital shares in Q2 2026, an estimated $38.6K.
  • Gen Digital made up 0.05% of Platform Technology Partners's portfolio in Q2 2026, its #248 holding.
  • Platform Technology Partners first reported a position in Gen Digital in Q3 2020 and has held it in 22 quarters since.
  • Platform Technology Partners's Gen Digital position peaked at $362K in Q2 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.