Smartleaf Asset Management’s Gen Digital GEN Stock Holding History

Smartleaf Asset 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	$12K	Buy	657 +3	+0.5%	+$69	﹤0.01%	2225
2025 Q4	$18K	Sell	654 -4	-0.6%	-$108	﹤0.01%	2087
2025 Q3	$18.9K	Buy	658 +198	+43%	+$5.92K	﹤0.01%	1834
2025 Q2	$13.5K	Sell	460 -38	-8%	-$1.04K	﹤0.01%	1716
2025 Q1	$13.2K	Sell	498 -4,325	-90%	-$119K	﹤0.01%	1817
2024 Q4	$132K	Sell	4,823 -587	-11%	-$16.9K	0.01%	714
2024 Q3	$149K	Buy	5,410 +5,332	+6,836%	+$137K	0.02%	590
2024 Q2	$1.92K	Buy	78 +59	+311%	+$1.35K	﹤0.01%	2244
2024 Q1	$419	Buy	+19	New	+$421	﹤0.01%	1768

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smartleaf Asset Management's GEN Position: Q1 2026 in Review

Smartleaf Asset Management increased its Gen Digital (GEN) stake by 0.46% in Q1 2026, buying an estimated $69 and bringing the position to 657 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Smartleaf Asset Management first reported a position in GEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $149K in Q3 2024. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Smartleaf Asset Management held 657 shares of Gen Digital worth $12K as of Q1 2026.
Smartleaf Asset Management bought 3 Gen Digital shares in Q1 2026, an estimated $69.
Gen Digital made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2225 holding.
Smartleaf Asset Management first reported a position in Gen Digital in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Gen Digital position peaked at $149K in Q3 2024.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.