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TD Private Client Wealth’s Gen Digital GEN Stock Holding History

TD Private Client Wealth’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 		$40.7K Buy
1,634
+339
+26% +$7.57K ﹤0.01% 933
2026
Q1 		$24.4K Sell
1,295
-244
-16% -$5.65K ﹤0.01% 975
2025
Q4 		$41.8K Buy
1,539
+611
+66% +$16.4K ﹤0.01% 913
2025
Q3 		$26.3K Sell
928
-14
-1% -$419 ﹤0.01% 950
2025
Q2 		$27.7K Sell
942
-50
-5% -$1.37K ﹤0.01% 942
2025
Q1 		$26.3K Buy
992
+46
+5% +$1.26K ﹤0.01% 904
2024
Q4 		$25.9K Hold
946
– – ﹤0.01% 940
2024
Q3 		$25.9K Buy
946
+177
+23% +$4.54K ﹤0.01% 936
2024
Q2 		$19.2K Sell
769
-45
-6% -$1.03K ﹤0.01% 957
2024
Q1 		$18.2K Buy
814
+78
+11% +$1.73K ﹤0.01% 958
2023
Q4 		$16.8K Buy
736
+553
+302% +$11K ﹤0.01% 976
2023
Q3 		$3.23K Buy
183
+48
+36% +$937 ﹤0.01% 1137
2023
Q2 		$2.5K Sell
135
-569
-81% -$9.95K ﹤0.01% 1157
2023
Q1 		$12.1K Sell
704
-62
-8% -$1.24K ﹤0.01% 1004
2022
Q4 		$16.4K Buy
766
+193
+34% +$4.26K ﹤0.01% 944
2022
Q3 		$11.5K Buy
573
+34
+6% +$786 ﹤0.01% 979
2022
Q2 		$11.8K Sell
539
-13,177
-96% -$324K ﹤0.01% 985
2022
Q1 		$364K Sell
13,716
-4,286
-24% -$118K 0.02% 461
2021
Q4 		$468K Sell
18,002
-411
-2% -$10.4K 0.02% 429
2021
Q3 		$466K Buy
18,413
+340
+2% +$8.85K 0.02% 411
2021
Q2 		$492K Buy
18,073
+16,870
+1,402% +$420K 0.02% 408
2021
Q1 		$25.6K Sell
1,203
-68
-5% -$1.43K ﹤0.01% 803
2020
Q4 		$26.4K Sell
1,271
-610
-32% -$12.3K ﹤0.01% 747
2020
Q3 		$39.2K Sell
1,881
-477
-20% -$10.3K ﹤0.01% 644
2020
Q2 		$46.8K Buy
2,358
+76
+3% +$1.55K ﹤0.01% 621
2020
Q1 		$42.7K Sell
2,282
-27,669
-92% -$598K ﹤0.01% 603
2019
Q4 		$764K Buy
+29,951
New +$732K 0.05% 299

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

TD Private Client Wealth's GEN Position: Q2 2026 in Review

TD Private Client Wealth increased its Gen Digital (GEN) stake by 26% in Q2 2026, buying an estimated $7.57K and bringing the position to 1,634 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

TD Private Client Wealth first reported a position in GEN in Q4 2019 and has held it in 27 quarters since. The position peaked at $764K in Q4 2019. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • TD Private Client Wealth held 1,634 shares of Gen Digital worth $40.7K as of Q2 2026.
  • TD Private Client Wealth bought 339 Gen Digital shares in Q2 2026, an estimated $7.57K.
  • Gen Digital made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #933 holding.
  • TD Private Client Wealth first reported a position in Gen Digital in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Gen Digital position peaked at $764K in Q4 2019.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.