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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
2021
Q1 		– Sell
-400
Closed -$831K – 648
2020
Q4 		$831K Buy
+400
New +$8.08K 0.07% 260
2020
Q3 		– Sell
-400
Closed -$793K – 417
2020
Q2 		$793K Hold
400
– – 0.1% 175
2020
Q1 		$748K Hold
400
– – 0.13% 134
2019
Q4 		$1.02M Buy
+400
New +$9.77K 0.08% 209
2015
Q1 		– Sell
-73
Closed -$24K – 477
2014
Q4 		$24K Buy
+73
New +$1.81K 0.01% 379
2013
Q4 		– Sell
-415
Closed -$3K – 551
2013
Q3 		$3K Buy
+415
New +$10.4K ﹤0.01% 322

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Summit Securities Group's GEN Position: Q2 2026 in Review

Summit Securities Group increased its Gen Digital (GEN) stake by 41% in Q2 2026, buying an estimated $827 and bringing the position to 128 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Summit Securities Group first reported a position in GEN in Q3 2013 and has held it in 26 quarters since. The position peaked at $5.81M in Q4 2019. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Summit Securities Group held 128 shares of Gen Digital worth $3.19K as of Q2 2026.
  • Summit Securities Group bought 37 Gen Digital shares in Q2 2026, an estimated $827.
  • Gen Digital made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1047 holding.
  • Summit Securities Group first reported a position in Gen Digital in Q3 2013 and has held it in 26 quarters since.
  • Summit Securities Group's Gen Digital position peaked at $5.81M in Q4 2019.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.