Quaker Wealth Management
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Quaker Wealth Management’s Gen Digital GEN Stock Holding History

Quaker Wealth Management’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
Q3 		$727 Hold
33
– – ﹤0.01% 641
2026
Q2 		$822 Buy
33
+5
+18% +$112 ﹤0.01% 620
2026
Q1 		$528 Buy
28
+7
+33% +$162 ﹤0.01% 687
2025
Q4 		$571 Buy
21
+2
+11% +$54 ﹤0.01% 663
2025
Q3 		$540 Hold
19
– – ﹤0.01% 585
2025
Q2 		$559 Buy
+19
New +$519 ﹤0.01% 585

Other funds holding GEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Quaker Wealth Management's GEN Position: Q3 2026 in Review

Quaker Wealth Management held its Gen Digital (GEN) position steady in Q3 2026 at 33 shares worth $727. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Quaker Wealth Management first reported a position in GEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $822 in Q2 2026. 423 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Quaker Wealth Management held 33 shares of Gen Digital worth $727 as of Q3 2026.
  • Quaker Wealth Management left its Gen Digital share count unchanged in Q3 2026.
  • Gen Digital made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #641 holding.
  • Quaker Wealth Management first reported a position in Gen Digital in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Gen Digital position peaked at $822 in Q2 2026.
  • 423 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.