Rakuten Investment Management’s Gen Digital GEN Stock Holding History

Rakuten Investment 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	$1.47M	Buy	80,452 +8,223	+11%	+$190K	﹤0.01%	406
2025 Q4	$1.99M	Buy	72,229 +61,964	+604%	+$1.67M	0.01%	449
2025 Q3	$481K	Buy	+10,265	New	+$307K	﹤0.01%	569
2025 Q1	$1.33M	Buy	+50,401	New	+$1.38M	0.01%	458
2024 Q3	$854K	Buy	31,092 +7,326	+31%	+$188K	0.01%	375
2024 Q2	$585K	Buy	23,766 +8,555	+56%	+$196K	﹤0.01%	366
2024 Q1	$341K	Buy	15,211 +13,808	+984%	+$306K	﹤0.01%	386
2023 Q4	$32.2K	Buy	+1,403	New	+$27.8K	﹤0.01%	369

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rakuten Investment Management's GEN Position: Q1 2026 in Review

Rakuten Investment Management increased its Gen Digital (GEN) stake by 11% in Q1 2026, buying an estimated $190K and bringing the position to 80,452 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Rakuten Investment Management first reported a position in GEN in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.99M in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Rakuten Investment Management held 80,452 shares of Gen Digital worth $1.47M as of Q1 2026.
Rakuten Investment Management bought 8,223 Gen Digital shares in Q1 2026, an estimated $190K.
Gen Digital made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #406 holding.
Rakuten Investment Management first reported a position in Gen Digital in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Gen Digital position peaked at $1.99M in Q4 2025.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.