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Strategic Investment Solutions’s Gen Digital GEN Stock Holding History

Strategic Investment Solutions’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 		$4.98K Hold
200
– – ﹤0.01% 504
2026
Q1 		$3.77K Hold
200
– – ﹤0.01% 511
2025
Q4 		$5.44K Hold
200
– – ﹤0.01% 465
2025
Q3 		$5.68K Sell
200
-24
-11% -$718 ﹤0.01% 434
2025
Q2 		$6.59K Buy
+224
New +$6.12K ﹤0.01% 406
2025
Q1 		– Sell
-32
Closed -$739 – 656
2024
Q4 		$739 Buy
+32
New +$920 ﹤0.01% 577
2023
Q4 		$739 Buy
+32
New +$634 ﹤0.01% 1034
2023
Q2 		– Sell
-32
Closed -$545 – 917
2023
Q1 		$545 Buy
+32
New +$642 ﹤0.01% 951

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

Strategic Investment Solutions's GEN Position: Q2 2026 in Review

Strategic Investment Solutions held its Gen Digital (GEN) position steady in Q2 2026 at 200 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Strategic Investment Solutions first reported a position in GEN in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.59K in Q2 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Strategic Investment Solutions held 200 shares of Gen Digital worth $4.98K as of Q2 2026.
  • Strategic Investment Solutions left its Gen Digital share count unchanged in Q2 2026.
  • Gen Digital made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #504 holding.
  • Strategic Investment Solutions first reported a position in Gen Digital in Q1 2023 and has held it in 8 quarters since.
  • Strategic Investment Solutions's Gen Digital position peaked at $6.59K in Q2 2025.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.