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Winnow Wealth’s Gen Digital GEN Stock Holding History

Winnow Wealth’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
-33
Closed -$924 – 301
2025
Q4 		$924 Buy
33
+19
+136% +$511 ﹤0.01% 440
2025
Q3 		$406 Buy
+14
New +$419 ﹤0.01% 485
2025
Q2 		– Sell
-14
Closed -$356 – 376
2025
Q1 		$356 Buy
14
+5
+56% +$137 ﹤0.01% 550
2024
Q4 		$244 Buy
+9
New +$259 ﹤0.01% 558

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

Winnow Wealth's GEN Position: Q1 2026 in Review

Winnow Wealth sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 33 shares — an estimated $924 sold.

Winnow Wealth first reported a position in GEN in Q4 2024 and held it in 4 quarters. The position peaked at $924 in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Winnow Wealth reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 33 Gen Digital shares in Q1 2026, an estimated $924.
  • Winnow Wealth first reported a position in Gen Digital in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Gen Digital position peaked at $924 in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.