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Synergy Investment Management’s Gen Digital GEN Stock Holding History

Synergy Investment Management’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 		$791 Buy
+42
New +$972 ﹤0.01% 795

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

Synergy Investment Management's GEN Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Gen Digital (GEN) in Q1 2026: 42 shares worth $791. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Synergy Investment Management held 42 shares of Gen Digital worth $791 as of Q1 2026.
  • Gen Digital was a new Synergy Investment Management position in Q1 2026.
  • Gen Digital made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #795 holding.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.