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Turning Point Benefit Group’s Gen Digital GEN Stock Holding History

Turning Point Benefit Group’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 		– Sell
-19
Closed -$516 – 368
2025
Q4 		$516 Sell
19
-6
-24% -$161 ﹤0.01% 640
2025
Q3 		$703 Buy
+25
New +$748 ﹤0.01% 436

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

Turning Point Benefit Group's GEN Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 19 shares — an estimated $516 sold.

Turning Point Benefit Group first reported a position in GEN in Q3 2025 and held it in 2 quarters. The position peaked at $703 in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 19 Gen Digital shares in Q1 2026, an estimated $516.
  • Turning Point Benefit Group first reported a position in Gen Digital in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Gen Digital position peaked at $703 in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.