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Principia Wealth Advisory’s Gen Digital GEN Stock Holding History

Principia Wealth Advisory’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 		$697 Buy
28
+2
+8% +$45 ﹤0.01% 835
2026
Q1 		$490 Buy
26
+2
+8% +$46 ﹤0.01% 858
2025
Q4 		$653 Buy
24
+4
+20% +$108 ﹤0.01% 772
2025
Q3 		$568 Buy
20
+9
+82% +$269 ﹤0.01% 775
2025
Q2 		$323 Hold
11
– – ﹤0.01% 842
2025
Q1 		$280 Sell
11
-19
-63% -$521 ﹤0.01% 712
2024
Q4 		$821 Buy
+30
New +$863 ﹤0.01% 408

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

Principia Wealth Advisory's GEN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Gen Digital (GEN) stake by 7.7% in Q2 2026, buying an estimated $45 and bringing the position to 28 shares worth $697. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Principia Wealth Advisory first reported a position in GEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $821 in Q4 2024. 685 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Principia Wealth Advisory held 28 shares of Gen Digital worth $697 as of Q2 2026.
  • Principia Wealth Advisory bought 2 Gen Digital shares in Q2 2026, an estimated $45.
  • Gen Digital made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #835 holding.
  • Principia Wealth Advisory first reported a position in Gen Digital in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Gen Digital position peaked at $821 in Q4 2024.
  • 685 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.