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Wealth Enhancement Trust Services’s Gen Digital GEN Stock Holding History

Wealth Enhancement Trust Services’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 		$722 Hold
29
– – ﹤0.01% 1188
2026
Q1 		$546 Hold
29
– – ﹤0.01% 749
2025
Q4 		$789 Buy
+29
New +$780 ﹤0.01% 684

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State Street
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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Enhancement Trust Services's GEN Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Gen Digital (GEN) position steady in Q2 2026 at 29 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Wealth Enhancement Trust Services first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $789 in Q4 2025. 482 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Wealth Enhancement Trust Services held 29 shares of Gen Digital worth $722 as of Q2 2026.
  • Wealth Enhancement Trust Services left its Gen Digital share count unchanged in Q2 2026.
  • Gen Digital made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1188 holding.
  • Wealth Enhancement Trust Services first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Gen Digital position peaked at $789 in Q4 2025.
  • 482 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.