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Prospera Financial Services’s Gen Digital GEN Stock Holding History

Prospera Financial Services’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 		$1.36M Buy
54,595
+19,809
+57% +$443K 0.02% 645
2026
Q1 		$655K Buy
+34,786
New +$805K 0.01% 893
2022
Q3 		– Sell
-1,809
Closed -$40K – 1137
2022
Q2 		$40K Sell
1,809
-434
-19% -$10.7K ﹤0.01% 1080
2022
Q1 		$60K Buy
+2,243
New +$61.7K ﹤0.01% 1284
2020
Q4 		– Sell
-174
Closed -$4K – 1017
2020
Q3 		$4K Buy
+174
New +$3.77K ﹤0.01% 1326

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Prospera Financial Services's GEN Position: Q2 2026 in Review

Prospera Financial Services increased its Gen Digital (GEN) stake by 57% in Q2 2026, buying an estimated $443K and bringing the position to 54,595 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #645.

Prospera Financial Services first reported a position in GEN in Q3 2020 and has held it in 5 quarters since. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Prospera Financial Services held 54,595 shares of Gen Digital worth $1.36M as of Q2 2026.
  • Prospera Financial Services bought 19,809 Gen Digital shares in Q2 2026, an estimated $443K.
  • Gen Digital made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #645 holding.
  • Prospera Financial Services first reported a position in Gen Digital in Q3 2020 and has held it in 5 quarters since.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.