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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
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 $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

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

Rialto Wealth Management increased its Gen Digital (GEN) stake by 46% in Q1 2026, buying an estimated $555 and bringing the position to 76 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Rialto Wealth Management first reported a position in GEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.53K in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Rialto Wealth Management held 76 shares of Gen Digital worth $1.43K as of Q1 2026.
  • Rialto Wealth Management bought 24 Gen Digital shares in Q1 2026, an estimated $555.
  • Gen Digital made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #994 holding.
  • Rialto Wealth Management first reported a position in Gen Digital in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Gen Digital position peaked at $1.53K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.