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Triodos Investment Management’s Gen Digital GEN Stock Holding History

Triodos 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
Q1 		$33.3M Buy
1,769,538
+344,500
+24% +$7.97M 2.52% 17
2025
Q4 		$39.1M Buy
1,425,038
+500
+0% +$13.5K 2.83% 11
2025
Q3 		$40.4M Buy
1,424,538
+9,500
+0.7% +$284K 2.92% 9
2025
Q2 		$41.6M Buy
1,415,038
+13,300
+0.9% +$364K 3.12% 10
2025
Q1 		$37M Buy
1,401,738
+13,200
+1% +$362K 3.04% 12
2024
Q4 		$38M Sell
1,388,538
-13,500
-1% -$388K 3.07% 12
2024
Q3 		$38.5M Buy
1,402,038
+14,000
+1% +$359K 3.03% 12
2024
Q2 		$34.7M Buy
1,388,038
+215,400
+18% +$4.93M 3.03% 14
2024
Q1 		$26.3M Sell
1,172,638
-15,000
-1% -$333K 2.38% 18
2023
Q4 		$27.1M Sell
1,187,638
-31,430
-3% -$623K 2.65% 19
2023
Q3 		$21.6M Sell
1,219,068
-109,462
-8% -$2.14M 2.29% 21
2023
Q2 		$24.6M Sell
1,328,530
-13,820
-1% -$242K 2.46% 18
2023
Q1 		$23M Buy
1,342,350
+7,000
+0.5% +$140K 2.59% 17
2022
Q4 		$28.6M Sell
1,335,350
-2,500
-0.2% -$55.2K 3.77% 10
2022
Q3 		$26.9M Buy
1,337,850
+126,500
+10% +$2.92M 3.85% 7
2022
Q2 		$26.6M Buy
1,211,350
+34,500
+3% +$848K 3.75% 8
2022
Q1 		$31.2M Sell
1,176,850
-2,000
-0.2% -$55K 3.99% 8
2021
Q4 		$30.6M Buy
1,178,850
+34,000
+3% +$860K 4% 8
2021
Q3 		$29M Hold
1,144,850
– – 3.89% 7
2021
Q2 		$31.2M Sell
1,144,850
-224,500
-16% -$5.59M 4.18% 7
2021
Q1 		$29.1M Buy
1,369,350
+79,800
+6% +$1.67M 4.61% 6
2020
Q4 		$26.8M Buy
1,289,550
+289,300
+29% +$5.84M 4.42% 7
2020
Q3 		$20.8M Buy
+1,000,250
New +$21.7M 4.29% 9

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triodos Investment Management's GEN Position: Q1 2026 in Review

Triodos Investment Management increased its Gen Digital (GEN) stake by 24% in Q1 2026, buying an estimated $7.97M and bringing the position to 1,769,538 shares worth $33.3M. The position accounts for 2.52% of the portfolio, ranked #17.

Triodos Investment Management first reported a position in GEN in Q3 2020 and has held it in 23 quarters since. The position peaked at $41.6M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Triodos Investment Management held 1,769,538 shares of Gen Digital worth $33.3M as of Q1 2026.
  • Triodos Investment Management bought 344,500 Gen Digital shares in Q1 2026, an estimated $7.97M.
  • Gen Digital made up 2.52% of Triodos Investment Management's portfolio in Q1 2026, its #17 holding.
  • Triodos Investment Management first reported a position in Gen Digital in Q3 2020 and has held it in 23 quarters since.
  • Triodos Investment Management's Gen Digital position peaked at $41.6M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Triodos Investment Management's 13F filing for Q1 2026, filed 7 May 2026.