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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
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 $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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

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

SHP Wealth Management increased its Gen Digital (GEN) stake by 24% in Q1 2026, buying an estimated $370 and bringing the position to 82 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

SHP Wealth Management first reported a position in GEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.81K in Q4 2025. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • SHP Wealth Management held 82 shares of Gen Digital worth $1.54K as of Q1 2026.
  • SHP Wealth Management bought 16 Gen Digital shares in Q1 2026, an estimated $370.
  • Gen Digital made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1354 holding.
  • SHP Wealth Management first reported a position in Gen Digital in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Gen Digital position peaked at $1.81K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.