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Salomon & Ludwin’s Gen Digital GEN Stock Holding History

Salomon & Ludwin’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 		$20.9K Buy
1,105
+511
+86% +$11.8K ﹤0.01% 1051
2025
Q4 		$15.5K Buy
594
+456
+330% +$12.3K ﹤0.01% 1107
2025
Q3 		$3.84K Buy
138
+84
+156% +$2.51K ﹤0.01% 1823
2025
Q2 		$1.61K Hold
54
– – ﹤0.01% 689
2025
Q1 		$1.43K Hold
54
– – ﹤0.01% 612
2024
Q4 		$1.48K Sell
54
-2
-4% -$58 ﹤0.01% 622
2024
Q3 		$1.54K Hold
56
– – ﹤0.01% 633
2024
Q2 		$1.4K Hold
56
– – ﹤0.01% 633
2024
Q1 		$1.25K Hold
56
– – ﹤0.01% 760
2023
Q4 		$990 Hold
56
– – ﹤0.01% 694
2023
Q3 		$990 Buy
+56
New +$1.09K ﹤0.01% 691

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

Salomon & Ludwin's GEN Position: Q1 2026 in Review

Salomon & Ludwin increased its Gen Digital (GEN) stake by 86% in Q1 2026, buying an estimated $11.8K and bringing the position to 1,105 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Salomon & Ludwin first reported a position in GEN in Q3 2023 and has held it in 11 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Salomon & Ludwin held 1,105 shares of Gen Digital worth $20.9K as of Q1 2026.
  • Salomon & Ludwin bought 511 Gen Digital shares in Q1 2026, an estimated $11.8K.
  • Gen Digital made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1051 holding.
  • Salomon & Ludwin first reported a position in Gen Digital in Q3 2023 and has held it in 11 quarters since.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.