TPWA
GEN icon

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
Q2 		– Sell
-524
Closed -$9.87K – 1000
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 $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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Twin Peaks Wealth Advisors's GEN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 524 shares — an estimated $9.87K sold.

Twin Peaks Wealth Advisors first reported a position in GEN in Q2 2025 and held it in 2 quarters. The position peaked at $9.87K in Q1 2026. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 524 Gen Digital shares in Q2 2026, an estimated $9.87K.
  • Twin Peaks Wealth Advisors first reported a position in Gen Digital in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Gen Digital position peaked at $9.87K in Q1 2026.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.