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Prestige Wealth Management Group’s Gen Digital GEN Stock Holding History

Prestige Wealth Management Group’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 		$396 Hold
21
– – ﹤0.01% 993
2025
Q4 		$571 Hold
21
– – ﹤0.01% 929
2025
Q3 		$597 Hold
21
– – ﹤0.01% 914
2025
Q2 		$618 Hold
21
– – ﹤0.01% 914
2025
Q1 		$558 Hold
21
– – ﹤0.01% 920
2024
Q4 		$575 Hold
21
– – ﹤0.01% 951
2024
Q3 		$577 Hold
21
– – ﹤0.01% 945
2024
Q2 		$525 Sell
21
-167
-89% -$3.82K ﹤0.01% 917
2024
Q1 		$4.21K Sell
188
-409
-69% -$9.07K ﹤0.01% 609
2023
Q4 		$13.6K Sell
597
-160
-21% -$3.17K ﹤0.01% 389
2023
Q3 		$13.4K Buy
757
+18
+2% +$351 ﹤0.01% 390
2023
Q2 		$13.7K Buy
739
+632
+591% +$11.1K ﹤0.01% 412
2023
Q1 		$1.84K Sell
107
-194
-64% -$3.89K ﹤0.01% 764
2022
Q4 		$6.45K Buy
301
+203
+207% +$4.48K ﹤0.01% 557
2022
Q3 		$2K Sell
98
-56
-36% -$1.29K ﹤0.01% 732
2022
Q2 		$3K Buy
154
+77
+100% +$1.89K ﹤0.01% 684
2022
Q1 		$2K Hold
77
– – ﹤0.01% 766
2021
Q4 		$2K Sell
77
-40
-34% -$1.01K ﹤0.01% 792
2021
Q3 		$3K Buy
117
+27
+30% +$703 ﹤0.01% 727
2021
Q2 		$2K Buy
90
+13
+17% +$324 ﹤0.01% 787
2021
Q1 		$2K Hold
77
– – ﹤0.01% 780
2020
Q4 		$2K Buy
+77
New +$1.55K ﹤0.01% 748
2019
Q1 		– Sell
-21
Closed – – 749
2018
Q4 		$0 Buy
+21
New +$434 ﹤0.01% 1266

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

Prestige Wealth Management Group's GEN Position: Q1 2026 in Review

Prestige Wealth Management Group held its Gen Digital (GEN) position steady in Q1 2026 at 21 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Prestige Wealth Management Group first reported a position in GEN in Q4 2018 and has held it in 23 quarters since. The position peaked at $13.7K in Q2 2023. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Prestige Wealth Management Group held 21 shares of Gen Digital worth $396 as of Q1 2026.
  • Prestige Wealth Management Group left its Gen Digital share count unchanged in Q1 2026.
  • Gen Digital made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #993 holding.
  • Prestige Wealth Management Group first reported a position in Gen Digital in Q4 2018 and has held it in 23 quarters since.
  • Prestige Wealth Management Group's Gen Digital position peaked at $13.7K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.