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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
Q2 		$1.27M Buy
51,188
+16,305
+47% +$364K 0.07% 243
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 $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

Plato Investment Management's GEN Position: Q2 2026 in Review

Plato Investment Management increased its Gen Digital (GEN) stake by 47% in Q2 2026, buying an estimated $364K and bringing the position to 51,188 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #243.

Plato Investment Management first reported a position in GEN in Q3 2024 and has held it in 8 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Plato Investment Management held 51,188 shares of Gen Digital worth $1.27M as of Q2 2026.
  • Plato Investment Management bought 16,305 Gen Digital shares in Q2 2026, an estimated $364K.
  • Gen Digital made up 0.07% of Plato Investment Management's portfolio in Q2 2026, its #243 holding.
  • Plato Investment Management first reported a position in Gen Digital in Q3 2024 and has held it in 8 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.