Planning Strategies Inc.’s Gen Digital GEN Stock Holding History

Planning Strategies Inc.’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	$3.76K	Buy	+151	New	+$3.37K	﹤0.01%	457

Other funds holding GEN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Planning Strategies Inc.'s GEN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Gen Digital (GEN) in Q2 2026: 151 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

202 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Planning Strategies Inc. held 151 shares of Gen Digital worth $3.76K as of Q2 2026.
Gen Digital was a new Planning Strategies Inc. position in Q2 2026.
Gen Digital made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #457 holding.
202 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.