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True Wealth Design’s Gen Digital GEN Stock Holding History

True Wealth Design’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 		$25K Buy
1,004
+697
+227% +$15.6K 0.01% 735
2026
Q1 		$5.78K Sell
307
-423
-58% -$9.79K ﹤0.01% 1149
2025
Q4 		$19.8K Sell
730
-374
-34% -$10.1K 0.01% 611
2025
Q3 		$31.3K Buy
1,104
+529
+92% +$15.8K 0.01% 443
2025
Q2 		$16.9K Sell
575
-1,040
-64% -$28.4K 0.01% 429
2025
Q1 		$42.9K Buy
1,615
+376
+30% +$10.3K 0.02% 214
2024
Q4 		$33.9K Buy
1,239
+46
+4% +$1.32K 0.01% 236
2024
Q3 		$32.7K Buy
1,193
+1,145
+2,385% +$29.4K 0.01% 223
2024
Q2 		$1.2K Buy
48
+23
+92% +$526 ﹤0.01% 469
2024
Q1 		$560 Buy
25
+11
+79% +$244 ﹤0.01% 600
2023
Q4 		$320 Hold
14
– – ﹤0.01% 595
2023
Q3 		$248 Hold
14
– – ﹤0.01% 603
2023
Q2 		$260 Hold
14
– – ﹤0.01% 611
2023
Q1 		$241 Hold
14
– – ﹤0.01% 696
2022
Q4 		$300 Buy
+14
New +$309 ﹤0.01% 582

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

True Wealth Design's GEN Position: Q2 2026 in Review

True Wealth Design increased its Gen Digital (GEN) stake by 227% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,004 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #735.

True Wealth Design first reported a position in GEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.9K in Q1 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • True Wealth Design held 1,004 shares of Gen Digital worth $25K as of Q2 2026.
  • True Wealth Design bought 697 Gen Digital shares in Q2 2026, an estimated $15.6K.
  • Gen Digital made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #735 holding.
  • True Wealth Design first reported a position in Gen Digital in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Gen Digital position peaked at $42.9K in Q1 2025.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.