Transamerica Financial Advisors’s Gen Digital GEN Stock Holding History

Transamerica Financial Advisors’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	$19.3K	Buy	776 +396	+104%	+$8.85K	﹤0.01%	883
2026 Q1	$7.17K	Buy	380 +177	+87%	+$4.1K	﹤0.01%	976
2025 Q4	$5.51K	Buy	203 +168	+480%	+$4.52K	﹤0.01%	941
2025 Q3	$994	Buy	+35	New	+$1.05K	﹤0.01%	1171
2024 Q3	–	Sell	-1	Closed	-$1K	–	614
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	446
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	490
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	468
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	497
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	468
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	452
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	509
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	479
2022 Q2	$1K	Buy	+1	New	+$25	﹤0.01%	491

Other funds holding GEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Transamerica Financial Advisors's GEN Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Gen Digital (GEN) stake by 104% in Q2 2026, buying an estimated $8.85K and bringing the position to 776 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Transamerica Financial Advisors first reported a position in GEN in Q2 2022 and has held it in 13 quarters since. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Transamerica Financial Advisors held 776 shares of Gen Digital worth $19.3K as of Q2 2026.
Transamerica Financial Advisors bought 396 Gen Digital shares in Q2 2026, an estimated $8.85K.
Gen Digital made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #883 holding.
Transamerica Financial Advisors first reported a position in Gen Digital in Q2 2022 and has held it in 13 quarters since.
684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.