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Whipplewood Advisors’s Gen Digital GEN Stock Holding History

Whipplewood 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
Q1 		$716 Buy
+38
New +$879 ﹤0.01% 948
2025
Q3 		– Sell
-84
Closed -$2.47K – 648
2025
Q2 		$2.47K Buy
84
+82
+4,100% +$2.24K ﹤0.01% 834
2025
Q1 		$2.23K Sell
2
-72
-97% -$1.97K ﹤0.01% 868
2024
Q4 		$2.03K Buy
+74
New +$2.13K ﹤0.01% 874

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

Whipplewood Advisors's GEN Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Gen Digital (GEN) in Q1 2026: 38 shares worth $716. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in GEN as recently as Q2 2025.

Whipplewood Advisors first reported a position in GEN in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.47K in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Whipplewood Advisors held 38 shares of Gen Digital worth $716 as of Q1 2026.
  • Gen Digital was a new Whipplewood Advisors position in Q1 2026.
  • Gen Digital made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #948 holding.
  • Whipplewood Advisors first reported a position in Gen Digital in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Gen Digital position peaked at $2.47K in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.