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TFC Financial Management’s Gen Digital GEN Stock Holding History

TFC Financial 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 		$249 Buy
+10
New +$223 ﹤0.01% 818
2026
Q1 		– Sell
-3
Closed -$82 – 1028
2025
Q4 		$82 Hold
3
– – ﹤0.01% 888
2025
Q3 		$86 Hold
3
– – ﹤0.01% 913
2025
Q2 		$89 Buy
+3
New +$82 ﹤0.01% 903
2024
Q3 		– Sell
-17
Closed -$425 – 1040
2024
Q2 		$425 Buy
17
+14
+467% +$320 ﹤0.01% 660
2024
Q1 		$68 Buy
+3
New +$67 ﹤0.01% 874

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

TFC Financial Management's GEN Position: Q2 2026 in Review

TFC Financial Management opened a new position in Gen Digital (GEN) in Q2 2026: 10 shares worth $249. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in GEN as recently as Q4 2025.

TFC Financial Management first reported a position in GEN in Q1 2024 and has held it in 6 quarters since. The position peaked at $425 in Q2 2024. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • TFC Financial Management held 10 shares of Gen Digital worth $249 as of Q2 2026.
  • Gen Digital was a new TFC Financial Management position in Q2 2026.
  • Gen Digital made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #818 holding.
  • TFC Financial Management first reported a position in Gen Digital in Q1 2024 and has held it in 6 quarters since.
  • TFC Financial Management's Gen Digital position peaked at $425 in Q2 2024.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.