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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
Q2 		$16.5K Hold
657
– – ﹤0.01% 2116
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
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

Smartleaf Asset Management's GEN Position: Q2 2026 in Review

Smartleaf Asset Management held its Gen Digital (GEN) position steady in Q2 2026 at 657 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Smartleaf Asset Management first reported a position in GEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $149K in Q3 2024. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Smartleaf Asset Management held 657 shares of Gen Digital worth $16.5K as of Q2 2026.
  • Smartleaf Asset Management left its Gen Digital share count unchanged in Q2 2026.
  • Gen Digital made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2116 holding.
  • Smartleaf Asset Management first reported a position in Gen Digital in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Gen Digital position peaked at $149K in Q3 2024.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.