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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
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 $6.73T 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 $3.37T AUM 44.26% 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

Salomon & Ludwin's GEN Position: Q2 2026 in Review

Salomon & Ludwin reduced its Gen Digital (GEN) stake by 15% in Q2 2026, selling an estimated $3.69K and leaving 940 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Salomon & Ludwin first reported a position in GEN in Q3 2023 and has held it in 12 quarters since. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Salomon & Ludwin held 940 shares of Gen Digital worth $24.5K as of Q2 2026.
  • Salomon & Ludwin sold 165 Gen Digital shares in Q2 2026, an estimated $3.69K.
  • Gen Digital made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #990 holding.
  • Salomon & Ludwin first reported a position in Gen Digital in Q3 2023 and has held it in 12 quarters since.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.