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 Q3	$1	Hold	1	–	–	﹤0.01%	2585
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's GENVR Position: Q3 2026 in Review

True Wealth Design held its Gen Digital Inc Contingent Value Rights (GENVR) position steady in Q3 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

True Wealth Design first reported a position in GENVR in Q2 2025 and has held it in 6 quarters since. The position peaked at $9 in Q2 2025. 6 funds tracked by Wall St. Rank hold GENVR as of Q3 2026.

True Wealth Design held 1 share of Gen Digital Inc Contingent Value Rights worth $1 as of Q3 2026.
True Wealth Design left its Gen Digital Inc Contingent Value Rights share count unchanged in Q3 2026.
Gen Digital Inc Contingent Value Rights made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2585 holding.
True Wealth Design first reported a position in Gen Digital Inc Contingent Value Rights in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Gen Digital Inc Contingent Value Rights position peaked at $9 in Q2 2025.
6 funds tracked by Wall St. Rank held Gen Digital Inc Contingent Value Rights as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.