Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Gen Digital GEN Stock Holding History

Sumitomo Mitsui Trust Group’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
Q1 		$23.6M Sell
1,255,294
-131,788
-10% -$3.05M 0.02% 602
2025
Q4 		$37.7M Sell
1,387,082
-39,276
-3% -$1.06M 0.02% 544
2025
Q3 		$40.5M Buy
1,426,358
+27,001
+2% +$808K 0.02% 525
2025
Q2 		$41.1M Buy
1,399,357
+37,597
+3% +$1.03M 0.03% 513
2025
Q1 		$36.1M Sell
1,361,760
-5,779
-0.4% -$158K 0.03% 531
2024
Q4 		$37.4M Sell
1,367,539
-43,710
-3% -$1.26M 0.03% 524
2024
Q3 		$38.7M Buy
1,411,249
+14,807
+1% +$380K 0.03% 520
2024
Q2 		$34.9M Sell
1,396,442
-208,560
-13% -$4.77M 0.03% 518
2024
Q1 		$36M Sell
1,605,002
-83,259
-5% -$1.85M 0.02% 585
2023
Q4 		$38.5M Sell
1,688,261
-31,894
-2% -$632K 0.03% 555
2023
Q3 		$30.4M Sell
1,720,155
-46,496
-3% -$907K 0.03% 592
2023
Q2 		$32.8M Sell
1,766,651
-171,966
-9% -$3.01M 0.03% 587
2023
Q1 		$33.3M Sell
1,938,617
-144,144
-7% -$2.89M 0.02% 605
2022
Q4 		$44.6M Buy
2,082,761
+134,992
+7% +$2.98M 0.04% 526
2022
Q3 		$39.2M Buy
1,947,769
+23,763
+1% +$549K 0.03% 552
2022
Q2 		$42.3M Sell
1,924,006
-1,209,852
-39% -$29.7M 0.03% 563
2022
Q1 		$83.1M Buy
3,133,858
+18,324
+0.6% +$504K 0.06% 378
2021
Q4 		$80.9M Sell
3,115,534
-606,971
-16% -$15.4M 0.05% 401
2021
Q3 		$94.2M Sell
3,722,505
-69,641
-2% -$1.81M 0.06% 351
2021
Q2 		$103M Sell
3,792,146
-94,948
-2% -$2.36M 0.06% 348
2021
Q1 		$82.6M Buy
3,887,094
+292,805
+8% +$6.14M 0.05% 397
2020
Q4 		$74.7M Buy
3,594,289
+605,479
+20% +$12.2M 0.05% 407
2020
Q3 		$62.3M Buy
2,988,810
+149,997
+5% +$3.25M 0.04% 433
2020
Q2 		$56.3M Buy
2,838,813
+351,675
+14% +$7.16M 0.04% 459
2020
Q1 		$46.5M Buy
2,487,138
+105,834
+4% +$2.29M 0.04% 457
2019
Q4 		$60.8M Buy
2,381,304
+15,643
+0.7% +$382K 0.05% 406
2019
Q3 		$55.9M Sell
2,365,661
-11,782
-0.5% -$275K 0.05% 408
2019
Q2 		$51.7M Sell
2,377,443
-50,037
-2% -$1.08M 0.05% 425
2019
Q1 		$55.8M Buy
2,427,480
+68,685
+3% +$1.49M 0.05% 383
2018
Q4 		$43.8M Buy
2,358,795
+397,279
+20% +$8.21M 0.05% 428
2018
Q3 		$41.7M Buy
1,961,516
+45,188
+2% +$920K 0.04% 443
2018
Q2 		$39.6M Buy
1,916,328
+82,585
+5% +$1.98M 0.05% 435
2018
Q1 		$47.4M Sell
1,833,743
-59,924
-3% -$1.63M 0.06% 344
2017
Q4 		$53.1M Buy
1,893,667
+2,248
+0.1% +$67.2K 0.07% 307
2017
Q3 		$62.1M Sell
1,891,419
-314,202
-14% -$9.58M 0.09% 259
2017
Q2 		$62.3M Buy
2,205,621
+244,119
+12% +$7.39M 0.09% 245
2017
Q1 		$60.2M Sell
1,961,502
-150,121
-7% -$4.26M 0.09% 245
2016
Q4 		$50.4M Buy
2,111,623
+47,210
+2% +$1.16M 0.08% 276
2016
Q3 		$51.8M Buy
2,064,413
+191,588
+10% +$4.36M 0.09% 277
2016
Q2 		$38.5M Sell
1,872,825
-12,042
-0.6% -$217K 0.07% 332
2016
Q1 		$34.6M Sell
1,884,867
-46,935
-2% -$903K 0.06% 362
2015
Q4 		$41.1M Sell
1,931,802
-219,629
-10% -$4.47M 0.07% 298
2015
Q3 		$41.9M Buy
2,151,431
+132,655
+7% +$2.85M 0.08% 286
2015
Q2 		$46.9M Sell
2,018,776
-66,051
-3% -$1.61M 0.08% 274
2015
Q1 		$48.7M Buy
2,084,827
+167,670
+9% +$4.19M 0.09% 275
2014
Q4 		$49.9M Buy
1,917,157
+37,097
+2% +$923K 0.1% 253
2014
Q3 		$44.2M Buy
1,880,060
+17,727
+1% +$422K 0.09% 269
2014
Q2 		$42.6M Buy
1,862,333
+131,495
+8% +$2.79M 0.09% 260
2014
Q1 		$34.6M Sell
1,730,838
-52,805
-3% -$1.13M 0.07% 320
2013
Q4 		$41.9M Sell
1,783,643
-371,657
-17% -$8.69M 0.09% 266
2013
Q3 		$53.3M Sell
2,155,300
-50,408
-2% -$1.27M 0.12% 211
2013
Q2 		$49.6M Buy
+2,205,708
New +$51.9M 0.11% 216

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group's GEN Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Gen Digital (GEN) stake by 9.5% in Q1 2026, selling an estimated $3.05M and leaving 1,255,294 shares worth $23.6M. The position accounts for 0.02% of the portfolio, ranked #602.

Sumitomo Mitsui Trust Group first reported a position in GEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $103M in Q2 2021. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,255,294 shares of Gen Digital worth $23.6M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 131,788 Gen Digital shares in Q1 2026, an estimated $3.05M.
  • Gen Digital made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #602 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Gen Digital in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Gen Digital position peaked at $103M in Q2 2021.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.