Systematic Alpha Investments’s Gen Digital GEN Stock Holding History

Systematic Alpha Investments’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	$335K	Hold	17,776	–	–	0.01%	183
2025 Q4	$483K	Hold	17,776	–	–	0.02%	156
2025 Q3	$505K	Hold	17,776	–	–	0.02%	147
2025 Q2	$523K	Hold	17,776	–	–	0.02%	149
2025 Q1	$472K	Hold	17,776	–	–	0.02%	149
2024 Q4	$487K	Hold	17,776	–	–	0.02%	149
2024 Q3	$488K	Hold	17,776	–	–	0.02%	150
2024 Q2	$444K	Hold	17,776	–	–	0.02%	156
2024 Q1	$398K	Hold	17,776	–	–	0.02%	170
2023 Q4	$406K	Hold	17,776	–	–	0.02%	164
2023 Q3	$314K	Hold	17,776	–	–	0.02%	172
2023 Q2	$330K	Hold	17,776	–	–	0.02%	176
2023 Q1	$305K	Hold	17,776	–	–	0.02%	182
2022 Q4	$381K	Hold	17,776	–	–	0.02%	163
2022 Q3	$358K	Hold	17,776	–	–	0.02%	155
2022 Q2	$390K	Hold	17,776	–	–	0.02%	158
2022 Q1	$471K	Hold	17,776	–	–	0.02%	163
2021 Q4	$462K	Hold	17,776	–	–	0.02%	159
2021 Q3	$452K	Buy	+17,776	New	+$463K	0.02%	163

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Alpha Investments's GEN Position: Q1 2026 in Review

Systematic Alpha Investments held its Gen Digital (GEN) position steady in Q1 2026 at 17,776 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #183.

Systematic Alpha Investments first reported a position in GEN in Q3 2021 and has held it in 19 quarters since. The position peaked at $523K in Q2 2025. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Systematic Alpha Investments held 17,776 shares of Gen Digital worth $335K as of Q1 2026.
Systematic Alpha Investments left its Gen Digital share count unchanged in Q1 2026.
Gen Digital made up 0.01% of Systematic Alpha Investments's portfolio in Q1 2026, its #183 holding.
Systematic Alpha Investments first reported a position in Gen Digital in Q3 2021 and has held it in 19 quarters since.
Systematic Alpha Investments's Gen Digital position peaked at $523K in Q2 2025.
670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.