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Plato Investment Management’s Gen Digital GEN Stock Holding History

Plato Investment Management’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 		$657K Hold
34,883
– – 0.04% 321
2025
Q4 		$953K Hold
34,883
– – 0.06% 271
2025
Q3 		$983K Hold
34,883
– – 0.07% 264
2025
Q2 		$1.02M Buy
34,883
+19
+0.1% +$519 0.08% 252
2025
Q1 		$935K Buy
34,864
+17,414
+100% +$477K 0.08% 256
2024
Q4 		$480K Buy
17,450
+12,218
+234% +$351K 0.04% 338
2024
Q3 		$143K Buy
+5,232
New +$134K 0.01% 406

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

Plato Investment Management's GEN Position: Q1 2026 in Review

Plato Investment Management held its Gen Digital (GEN) position steady in Q1 2026 at 34,883 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #321.

Plato Investment Management first reported a position in GEN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Plato Investment Management held 34,883 shares of Gen Digital worth $657K as of Q1 2026.
  • Plato Investment Management left its Gen Digital share count unchanged in Q1 2026.
  • Gen Digital made up 0.04% of Plato Investment Management's portfolio in Q1 2026, its #321 holding.
  • Plato Investment Management first reported a position in Gen Digital in Q3 2024 and has held it in 7 quarters since.
  • Plato Investment Management's Gen Digital position peaked at $1.02M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.