Spire Wealth Management
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Spire Wealth Management’s Gen Digital GEN Stock Holding History

Spire 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
Q3 		$2.42K Buy
110
+16
+17% +$444 ﹤0.01% 1952
2026
Q2 		$2.34K Sell
94
-9
-9% -$201 ﹤0.01% 1977
2026
Q1 		$1.94K Sell
103
-66
-39% -$1.53K ﹤0.01% 2048
2025
Q4 		$4.58K Sell
169
-909
-84% -$24.5K ﹤0.01% 1932
2025
Q3 		$30.6K Buy
1,078
+994
+1,183% +$29.7K ﹤0.01% 1386
2025
Q2 		$2.47K Buy
84
+21
+33% +$574 ﹤0.01% 2135
2025
Q1 		$1.67K Sell
63
-1,017
-94% -$27.9K ﹤0.01% 2314
2024
Q4 		$29.6K Buy
1,080
+17
+2% +$489 ﹤0.01% 1476
2024
Q3 		$29.2K Buy
1,063
+989
+1,336% +$25.4K ﹤0.01% 1319
2024
Q2 		$1.85K Sell
74
-1,070
-94% -$24.5K ﹤0.01% 2021
2024
Q1 		$25.6K Buy
1,144
+70
+7% +$1.55K ﹤0.01% 1430
2023
Q4 		$25.2K Buy
1,074
+1,011
+1,605% +$20K ﹤0.01% 1456
2023
Q3 		$1.11K Buy
63
+14
+29% +$273 ﹤0.01% 2233
2023
Q2 		$910 Sell
49
-125
-72% -$2.19K ﹤0.01% 2320
2023
Q1 		$2.99K Sell
174
-205
-54% -$4.11K ﹤0.01% 2167
2022
Q4 		$8K Buy
379
+44
+13% +$972 ﹤0.01% 1690
2022
Q3 		$7K Hold
335
– – ﹤0.01% 1652
2022
Q2 		$7K Sell
335
-400
-54% -$9.8K ﹤0.01% 2024
2022
Q1 		$19K Sell
735
-12,424
-94% -$342K ﹤0.01% 1833
2021
Q4 		$342K Buy
13,159
+12,424
+1,690% +$314K 0.01% 857
2021
Q3 		$19K Sell
735
-150
-17% -$3.9K ﹤0.01% 1872
2021
Q2 		$24K Sell
885
-12,217
-93% -$304K ﹤0.01% 1800
2021
Q1 		$283K Buy
+13,102
New +$275K 0.01% 899

Other funds holding GEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Spire Wealth Management's GEN Position: Q3 2026 in Review

Spire Wealth Management increased its Gen Digital (GEN) stake by 17% in Q3 2026, buying an estimated $444 and bringing the position to 110 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Spire Wealth Management first reported a position in GEN in Q1 2021 and has held it in 23 quarters since. The position peaked at $342K in Q4 2021. 516 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Spire Wealth Management held 110 shares of Gen Digital worth $2.42K as of Q3 2026.
  • Spire Wealth Management bought 16 Gen Digital shares in Q3 2026, an estimated $444.
  • Gen Digital made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1952 holding.
  • Spire Wealth Management first reported a position in Gen Digital in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Gen Digital position peaked at $342K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.