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Rialto Wealth Management’s Gen Digital GEN Stock Holding History

Rialto 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
Q2 		$5.88K Buy
236
+160
+211% +$3.57K ﹤0.01% 688
2026
Q1 		$1.43K Buy
76
+24
+46% +$555 ﹤0.01% 994
2025
Q4 		$1.41K Sell
52
-2
-4% -$54 ﹤0.01% 879
2025
Q3 		$1.53K Buy
54
+12
+29% +$359 ﹤0.01% 751
2025
Q2 		$1.24K Buy
42
+15
+56% +$410 ﹤0.01% 763
2025
Q1 		$717 Buy
+27
New +$740 ﹤0.01% 709

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

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

Rialto Wealth Management increased its Gen Digital (GEN) stake by 211% in Q2 2026, buying an estimated $3.57K and bringing the position to 236 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Rialto Wealth Management first reported a position in GEN in Q1 2025 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Rialto Wealth Management held 236 shares of Gen Digital worth $5.88K as of Q2 2026.
  • Rialto Wealth Management bought 160 Gen Digital shares in Q2 2026, an estimated $3.57K.
  • Gen Digital made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #688 holding.
  • Rialto Wealth Management first reported a position in Gen Digital in Q1 2025 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.