QWM
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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
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

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

Quaker Wealth Management's GEN Position: Q1 2026 in Review

Quaker Wealth Management increased its Gen Digital (GEN) stake by 33% in Q1 2026, buying an estimated $162 and bringing the position to 28 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Quaker Wealth Management first reported a position in GEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $571 in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Quaker Wealth Management held 28 shares of Gen Digital worth $528 as of Q1 2026.
  • Quaker Wealth Management bought 7 Gen Digital shares in Q1 2026, an estimated $162.
  • Gen Digital made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #687 holding.
  • Quaker Wealth Management first reported a position in Gen Digital in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Gen Digital position peaked at $571 in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.