SWM
GEN icon

SHP Wealth Management’s Gen Digital GEN Stock Holding History

SHP 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 		$2.26K Buy
91
+9
+11% +$201 ﹤0.01% 1362
2026
Q1 		$1.54K Buy
82
+16
+24% +$370 ﹤0.01% 1354
2025
Q4 		$1.81K Buy
+66
New +$1.78K ﹤0.01% 1151

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

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

SHP Wealth Management increased its Gen Digital (GEN) stake by 11% in Q2 2026, buying an estimated $201 and bringing the position to 91 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

SHP Wealth Management first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • SHP Wealth Management held 91 shares of Gen Digital worth $2.26K as of Q2 2026.
  • SHP Wealth Management bought 9 Gen Digital shares in Q2 2026, an estimated $201.
  • Gen Digital made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1362 holding.
  • SHP Wealth Management first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

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