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West Branch Capital’s Gen Digital GEN Stock Holding History

West Branch Capital’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
-14
Closed -$381 – 399
2025
Q4 		$381 Hold
14
– – ﹤0.01% 384
2025
Q3 		$398 Hold
14
– – ﹤0.01% 412
2025
Q2 		$412 Hold
14
– – ﹤0.01% 424
2025
Q1 		$372 Hold
14
– – ﹤0.01% 448
2024
Q4 		$384 Hold
14
– – ﹤0.01% 445
2024
Q3 		$385 Buy
+14
New +$359 ﹤0.01% 429

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

West Branch Capital's GEN Position: Q1 2026 in Review

West Branch Capital sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 14 shares — an estimated $381 sold.

West Branch Capital first reported a position in GEN in Q3 2024 and held it in 6 quarters. The position peaked at $412 in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • West Branch Capital reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • West Branch Capital sold 14 Gen Digital shares in Q1 2026, an estimated $381.
  • West Branch Capital first reported a position in Gen Digital in Q3 2024 and held it in 6 quarters.
  • West Branch Capital's Gen Digital position peaked at $412 in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.