TWD
GENVR

True Wealth Design’s Gen Digital Inc Contingent Value Rights GENVR Stock Holding History

True Wealth Design’s Portfolio GENVR Stock Details GENVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2 Hold
1
– – ﹤0.01% 2655
2026
Q1 		$1 Hold
1
– – ﹤0.01% 2698
2025
Q4 		$5 Hold
1
– – ﹤0.01% 2548
2025
Q3 		$8 Hold
1
– – ﹤0.01% 2700
2025
Q2 		$9 Buy
+1
New +$7 ﹤0.01% 2548

Other funds holding GENVR

CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design held its Gen Digital Inc Contingent Value Rights (GENVR) position steady in Q2 2026 at 1 share worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

True Wealth Design first reported a position in GENVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $9 in Q2 2025. 7 funds tracked by Wall St. Rank hold GENVR as of Q2 2026.

  • True Wealth Design held 1 share of Gen Digital Inc Contingent Value Rights worth $2 as of Q2 2026.
  • True Wealth Design left its Gen Digital Inc Contingent Value Rights share count unchanged in Q2 2026.
  • Gen Digital Inc Contingent Value Rights made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2655 holding.
  • True Wealth Design first reported a position in Gen Digital Inc Contingent Value Rights in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Gen Digital Inc Contingent Value Rights position peaked at $9 in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Gen Digital Inc Contingent Value Rights as of Q2 2026.

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