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Wright Investors Service’s Gen Digital GEN Stock Holding History

Wright Investors Service’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 		$312K Sell
16,585
-530
-3% -$12.3K 0.1% 140
2025
Q4 		$465K Sell
17,115
-49
-0.3% -$1.32K 0.14% 124
2025
Q3 		$487K Sell
17,164
-1,140
-6% -$34.1K 0.14% 119
2025
Q2 		$538K Buy
18,304
+87
+0.5% +$2.38K 0.16% 110
2025
Q1 		$483K Sell
18,217
-140
-0.8% -$3.84K 0.16% 114
2024
Q4 		$503K Buy
+18,357
New +$528K 0.16% 107
2016
Q1 		– Sell
-9,593
Closed -$201K – 230
2015
Q4 		$201K Buy
+9,593
New +$195K 0.07% 239

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

Wright Investors Service's GEN Position: Q1 2026 in Review

Wright Investors Service reduced its Gen Digital (GEN) stake by 3.1% in Q1 2026, selling an estimated $12.3K and leaving 16,585 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #140.

Wright Investors Service first reported a position in GEN in Q4 2015 and has held it in 7 quarters since. The position peaked at $538K in Q2 2025. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Wright Investors Service held 16,585 shares of Gen Digital worth $312K as of Q1 2026.
  • Wright Investors Service sold 530 Gen Digital shares in Q1 2026, an estimated $12.3K.
  • Gen Digital made up 0.1% of Wright Investors Service's portfolio in Q1 2026, its #140 holding.
  • Wright Investors Service first reported a position in Gen Digital in Q4 2015 and has held it in 7 quarters since.
  • Wright Investors Service's Gen Digital position peaked at $538K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.