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Summit Securities Group’s Gen Digital GEN Stock Holding History

Summit Securities 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
2020
Q3 		– Sell
-323
Closed -$641K – 416
2020
Q2 		$641K Hold
323
– – 0.08% 194
2020
Q1 		$604K Buy
+323
New +$6.99K 0.11% 150
2019
Q4 		– Sell
-200
Closed -$473K – 462
2019
Q3 		$473K Buy
+200
New +$4.67K 0.04% 206

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

Summit Securities Group's GEN Position: Q1 2026 in Review

Summit Securities Group reduced its Gen Digital (GEN) stake by 89% in Q1 2026, selling an estimated $17.1K and leaving 91 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Summit Securities Group first reported a position in GEN in Q3 2013 and has held it in 25 quarters since. The position peaked at $5.81M in Q4 2019. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Summit Securities Group held 91 shares of Gen Digital worth $1.71K as of Q1 2026.
  • Summit Securities Group sold 741 Gen Digital shares in Q1 2026, an estimated $17.1K.
  • Gen Digital made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #959 holding.
  • Summit Securities Group first reported a position in Gen Digital in Q3 2013 and has held it in 25 quarters since.
  • Summit Securities Group's Gen Digital position peaked at $5.81M in Q4 2019.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.