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

Private 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
Q2 		$4.43K Sell
178
-31
-15% -$692 ﹤0.01% 892
2026
Q1 		$3.94K Buy
209
+206
+6,867% +$4.77K ﹤0.01% 854
2025
Q4 		$82 Hold
3
– – ﹤0.01% 1455
2025
Q3 		$86 Hold
3
– – ﹤0.01% 1472
2025
Q2 		$89 Sell
3
-4
-57% -$109 ﹤0.01% 1472
2025
Q1 		$186 Buy
7
+4
+133% +$110 ﹤0.01% 1447
2024
Q4 		$83 Hold
3
– – ﹤0.01% 1494
2024
Q3 		$83 Buy
+3
New +$77 ﹤0.01% 1478

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

Private Wealth Management Group's GEN Position: Q2 2026 in Review

Private Wealth Management Group reduced its Gen Digital (GEN) stake by 15% in Q2 2026, selling an estimated $692 and leaving 178 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Private Wealth Management Group 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.

  • Private Wealth Management Group held 178 shares of Gen Digital worth $4.43K as of Q2 2026.
  • Private Wealth Management Group sold 31 Gen Digital shares in Q2 2026, an estimated $692.
  • Gen Digital made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #892 holding.
  • Private Wealth Management Group 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.