Rafferty Asset Management’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.45M Sell
129,972
-45,980
-26% -$1.06M 0.01% 568
2025
Q4
$4.78M Sell
175,952
-13,005
-7% -$350K 0.02% 441
2025
Q3
$5.36M Buy
188,957
+10,706
+6% +$320K 0.02% 410
2025
Q2
$5.24M Buy
178,251
+32,661
+22% +$893K 0.02% 393
2025
Q1
$3.86M Sell
145,590
-38,998
-21% -$1.07M 0.02% 423
2024
Q4
$5.05M Buy
184,588
+113
+0.1% +$3.25K 0.02% 414
2024
Q3
$5.06M Sell
184,475
-9,149
-5% -$235K 0.02% 423
2024
Q2
$4.84M Sell
193,624
-5,331
-3% -$122K 0.02% 428
2024
Q1
$4.46M Buy
198,955
+22,729
+13% +$504K 0.02% 496
2023
Q4
$4.02M Buy
176,226
+28,686
+19% +$568K 0.02% 495
2023
Q3
$2.61M Sell
147,540
-16,899
-10% -$330K 0.02% 539
2023
Q2
$3.05M Buy
164,439
+40,332
+32% +$706K 0.02% 523
2023
Q1
$2.13M Buy
124,107
+28,322
+30% +$568K 0.01% 597
2022
Q4
$2.05M Buy
95,785
+15,883
+20% +$351K 0.02% 568
2022
Q3
$1.61M Buy
79,902
+12,265
+18% +$284K 0.02% 561
2022
Q2
$1.49M Sell
67,637
-32,501
-32% -$799K 0.01% 541
2022
Q1
$2.66M Sell
100,138
-21,941
-18% -$603K 0.02% 531
2021
Q4
$3.17M Buy
122,079
+16,385
+16% +$415K 0.02% 522
2021
Q3
$2.67M Buy
105,694
+15,345
+17% +$399K 0.02% 542
2021
Q2
$2.46M Buy
90,349
+6,355
+8% +$158K 0.02% 613
2021
Q1
$1.79M Sell
83,994
-9,022
-10% -$189K 0.01% 654
2020
Q4
$1.93M Sell
93,016
-909
-1% -$18.4K 0.02% 408
2020
Q3
$1.96M Buy
93,925
+28,317
+43% +$613K 0.02% 422
2020
Q2
$1.3M Buy
65,608
+49,946
+319% +$1.02M 0.02% 473
2020
Q1
$293K Buy
+15,662
New +$339K 0.01% 442
2019
Q4
Sell
-146,205
Closed -$3.46M 886
2019
Q3
$3.46M Buy
146,205
+37,719
+35% +$880K 0.05% 204
2019
Q2
$2.36M Buy
108,486
+20,228
+23% +$435K 0.04% 328
2019
Q1
$2.03M Buy
88,258
+6,840
+8% +$149K 0.03% 389
2018
Q4
$1.54M Sell
81,418
-13,704
-14% -$283K 0.03% 310
2018
Q3
$2.02M Buy
95,122
+14,968
+19% +$305K 0.03% 297
2018
Q2
$1.66M Buy
80,154
+20,888
+35% +$502K 0.02% 368
2018
Q1
$1.53M Buy
59,266
+8,448
+17% +$230K 0.02% 377
2017
Q4
$1.43M Buy
50,818
+3,781
+8% +$113K 0.02% 361
2017
Q3
$1.54M Sell
47,037
-18,827
-29% -$574K 0.03% 309
2017
Q2
$1.86M Buy
65,864
+28,411
+76% +$860K 0.05% 223
2017
Q1
$1.15M Sell
37,453
-34,477
-48% -$978K 0.03% 307
2016
Q4
$1.72M Buy
71,930
+42,811
+147% +$1.05M 0.08% 130
2016
Q3
$731K Sell
29,119
-315
-1% -$7.16K 0.03% 258
2016
Q2
$605K Sell
29,434
-12,437
-30% -$224K 0.04% 300
2016
Q1
$770K Sell
41,871
-700
-2% -$13.5K 0.04% 320
2015
Q4
$906K Buy
42,571
+628
+1% +$12.8K 0.11% 218
2015
Q3
$817K Buy
41,943
+4,475
+12% +$96.3K 0.06% 269
2015
Q2
$871K Buy
37,468
+2,111
+6% +$51.5K 0.06% 259
2015
Q1
$826K Sell
35,357
-14,730
-29% -$368K 0.06% 269
2014
Q4
$1.28M Buy
50,087
+37,772
+307% +$939K 0.29% 80
2014
Q3
$290K Sell
12,315
-19,481
-61% -$464K 0.03% 267
2014
Q2
$728K Buy
31,796
+13,998
+79% +$297K 0.14% 112
2014
Q1
$355K Sell
17,798
-18,017
-50% -$386K 0.07% 141
2013
Q4
$845K Buy
+35,815
New +$837K 0.2% 48

Other funds holding GEN

Rafferty Asset Management's GEN Position: Q1 2026 in Review

Rafferty Asset Management reduced its Gen Digital (GEN) stake by 26% in Q1 2026, selling an estimated $1.06M and leaving 129,972 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #568.

Rafferty Asset Management first reported a position in GEN in Q4 2013 and has held it in 49 quarters since. The position peaked at $5.36M in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Rafferty Asset Management held 129,972 shares of Gen Digital worth $2.45M as of Q1 2026.
  • Rafferty Asset Management sold 45,980 Gen Digital shares in Q1 2026, an estimated $1.06M.
  • Gen Digital made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #568 holding.
  • Rafferty Asset Management first reported a position in Gen Digital in Q4 2013 and has held it in 49 quarters since.
  • Rafferty Asset Management's Gen Digital position peaked at $5.36M in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.