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
2025
Q2 		– Sell
-10
Closed -$266 – 1195
2025
Q1 		$266 Buy
+10
New +$274 ﹤0.01% 784

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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
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

Quaker Wealth Management's GEN Position: Q2 2026 in Review

Quaker Wealth Management increased its Gen Digital (GEN) stake by 18% in Q2 2026, buying an estimated $112 and bringing the position to 33 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Quaker Wealth Management first reported a position in GEN in Q2 2025 and has held it in 5 quarters since. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Quaker Wealth Management held 33 shares of Gen Digital worth $822 as of Q2 2026.
  • Quaker Wealth Management bought 5 Gen Digital shares in Q2 2026, an estimated $112.
  • Gen Digital made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Quaker Wealth Management first reported a position in Gen Digital in Q2 2025 and has held it in 5 quarters since.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.