Salomon & Ludwin
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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
Q3 		$20.7K Hold
940
– – ﹤0.01% 932
2026
Q2 		$24.5K Sell
940
-165
-15% -$3.69K ﹤0.01% 990
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Salomon & Ludwin's GEN Position: Q3 2026 in Review

Salomon & Ludwin held its Gen Digital (GEN) position steady in Q3 2026 at 940 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Salomon & Ludwin first reported a position in GEN in Q3 2023 and has held it in 13 quarters since. The position peaked at $24.5K in Q2 2026. 604 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Salomon & Ludwin held 940 shares of Gen Digital worth $20.7K as of Q3 2026.
  • Salomon & Ludwin left its Gen Digital share count unchanged in Q3 2026.
  • Gen Digital made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #932 holding.
  • Salomon & Ludwin first reported a position in Gen Digital in Q3 2023 and has held it in 13 quarters since.
  • Salomon & Ludwin's Gen Digital position peaked at $24.5K in Q2 2026.
  • 604 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.