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Van Hulzen Asset Management’s Gen Digital GEN Stock Holding History

Van Hulzen Asset Management’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
-7,711
Closed -$210K – 366
2025
Q4 		$210K Hold
7,711
– – 0.02% 322
2025
Q3 		$219K Hold
7,711
– – 0.02% 310
2025
Q2 		$227K Buy
+7,711
New +$211K 0.02% 292
2025
Q1 		– Sell
-59
Closed -$1.62K – 594
2024
Q4 		$1.62K Buy
+59
New +$1.7K ﹤0.01% 955

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Van Hulzen Asset Management's GEN Position: Q1 2026 in Review

Van Hulzen Asset Management sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 7,711 shares — an estimated $210K sold.

Van Hulzen Asset Management first reported a position in GEN in Q4 2024 and held it in 4 quarters. The position peaked at $227K in Q2 2025. 674 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Van Hulzen Asset Management reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Van Hulzen Asset Management sold 7,711 Gen Digital shares in Q1 2026, an estimated $210K.
  • Van Hulzen Asset Management first reported a position in Gen Digital in Q4 2024 and held it in 4 quarters.
  • Van Hulzen Asset Management's Gen Digital position peaked at $227K in Q2 2025.
  • 674 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.