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Steigerwald Gordon & Koch’s Gen Digital GEN Stock Holding History

Steigerwald Gordon & Koch’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 		$21.4K Hold
860
– – ﹤0.01% 433
2026
Q1 		$16.2K Sell
860
-311
-27% -$7.2K ﹤0.01% 457
2025
Q4 		$31.8K Buy
1,171
+311
+36% +$8.37K ﹤0.01% 376
2025
Q3 		$24.4K Buy
+860
New +$25.7K ﹤0.01% 401

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Steigerwald Gordon & Koch's GEN Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Gen Digital (GEN) position steady in Q2 2026 at 860 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Steigerwald Gordon & Koch first reported a position in GEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.8K in Q4 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Steigerwald Gordon & Koch held 860 shares of Gen Digital worth $21.4K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Gen Digital share count unchanged in Q2 2026.
  • Gen Digital made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #433 holding.
  • Steigerwald Gordon & Koch first reported a position in Gen Digital in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Gen Digital position peaked at $31.8K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.