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Watershed Asset Management’s Gen Digital GEN Stock Holding History

Watershed 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 		$426K Buy
22,620
+5,558
+33% +$129K 0.44% 93
2025
Q4 		$464K Buy
+17,062
New +$459K 0.43% 35
2023
Q4 		$277K Sell
12,131
-2,424
-17% -$48K 0.32% 90
2023
Q3 		$257K Buy
+14,555
New +$284K 0.3% 79

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

Watershed Asset Management's GEN Position: Q1 2026 in Review

Watershed Asset Management increased its Gen Digital (GEN) stake by 33% in Q1 2026, buying an estimated $129K and bringing the position to 22,620 shares worth $426K. The position accounts for 0.44% of the portfolio, ranked #93.

Watershed Asset Management first reported a position in GEN in Q3 2023 and has held it in 4 quarters since. The position peaked at $464K in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Watershed Asset Management held 22,620 shares of Gen Digital worth $426K as of Q1 2026.
  • Watershed Asset Management bought 5,558 Gen Digital shares in Q1 2026, an estimated $129K.
  • Gen Digital made up 0.44% of Watershed Asset Management's portfolio in Q1 2026, its #93 holding.
  • Watershed Asset Management first reported a position in Gen Digital in Q3 2023 and has held it in 4 quarters since.
  • Watershed Asset Management's Gen Digital position peaked at $464K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Watershed Asset Management's 13F filing for Q1 2026, filed 6 May 2026.