PWMG
GEN icon

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
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 $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

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

Private Wealth Management Group increased its Gen Digital (GEN) stake by 6,867% in Q1 2026, buying an estimated $4.77K and bringing the position to 209 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Private Wealth Management Group first reported a position in GEN in Q3 2024 and has held it in 7 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Private Wealth Management Group held 209 shares of Gen Digital worth $3.94K as of Q1 2026.
  • Private Wealth Management Group bought 206 Gen Digital shares in Q1 2026, an estimated $4.77K.
  • Gen Digital made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #854 holding.
  • Private Wealth Management Group first reported a position in Gen Digital in Q3 2024 and has held it in 7 quarters since.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.