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Twin Peaks Wealth Advisors’s Gen Digital GEN Stock Holding History

Twin Peaks Wealth Advisors’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 		$9.87K Buy
+524
New +$12.1K ﹤0.01% 1076
2025
Q3 		– Sell
-226
Closed -$7.2K – 929
2025
Q2 		$7.2K Buy
+226
New +$6.18K ﹤0.01% 1104

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

Twin Peaks Wealth Advisors's GEN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Gen Digital (GEN) in Q1 2026: 524 shares worth $9.87K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in GEN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in GEN in Q2 2025 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 524 shares of Gen Digital worth $9.87K as of Q1 2026.
  • Gen Digital was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Gen Digital made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1076 holding.
  • Twin Peaks Wealth Advisors first reported a position in Gen Digital in Q2 2025 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.