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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
Q2 		$4.12K Buy
149
+107
+255% +$2.39K ﹤0.01% 792
2026
Q1 		$791 Buy
+42
New +$972 ﹤0.01% 795

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 $3.38T AUM 44.17% 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

Synergy Investment Management's GEN Position: Q2 2026 in Review

Synergy Investment Management increased its Gen Digital (GEN) stake by 255% in Q2 2026, buying an estimated $2.39K and bringing the position to 149 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Synergy Investment Management first reported a position in GEN in Q1 2026 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Synergy Investment Management held 149 shares of Gen Digital worth $4.12K as of Q2 2026.
  • Synergy Investment Management bought 107 Gen Digital shares in Q2 2026, an estimated $2.39K.
  • Gen Digital made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #792 holding.
  • Synergy Investment Management first reported a position in Gen Digital in Q1 2026 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.