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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
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% -$9.83K ﹤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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Spire Wealth Management reduced its Gen Digital (GEN) stake by 8.7% in Q2 2026, selling an estimated $201 and leaving 94 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Spire Wealth Management first reported a position in GEN in Q1 2021 and has held it in 22 quarters since. The position peaked at $342K in Q4 2021. 122 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Spire Wealth Management held 94 shares of Gen Digital worth $2.34K as of Q2 2026.
  • Spire Wealth Management sold 9 Gen Digital shares in Q2 2026, an estimated $201.
  • Gen Digital made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1977 holding.
  • Spire Wealth Management first reported a position in Gen Digital in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Gen Digital position peaked at $342K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.