YDMI
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Y.D. More Investments’s Gen Digital GEN Stock Holding History

Y.D. More Investments’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 		$1.37M Buy
55,154
+5,605
+11% +$125K 0.04% 111
2026
Q1 		$933K Sell
49,549
-5,745
-10% -$133K 0.04% 113
2025
Q4 		$1.5M Sell
55,294
-92
-0.2% -$2.48K 0.07% 102
2025
Q3 		$1.59M Sell
55,386
-1,314
-2% -$39.3K 0.09% 98
2025
Q2 		$1.66M Buy
56,700
+4,270
+8% +$117K 0.11% 91
2025
Q1 		$1.39M Buy
52,430
+1,597
+3% +$43.8K 0.12% 94
2024
Q4 		$1.39M Sell
50,833
-1,223
-2% -$35.2K 0.13% 95
2024
Q3 		$1.3M Sell
52,056
-6,380
-11% -$164K 0.14% 100
2024
Q2 		$1.46M Sell
58,436
-15,699
-21% -$359K 0.15% 85
2024
Q1 		$1.66M Buy
74,135
+22,395
+43% +$497K 0.29% 68
2023
Q4 		$1.15M Sell
51,740
-22,312
-30% -$442K 0.22% 74
2023
Q3 		$1.41M Sell
74,052
-7,803
-10% -$152K 0.27% 66
2023
Q2 		$1.52M Buy
81,855
+16,671
+26% +$292K 0.35% 50
2023
Q1 		$1.12M Buy
+65,184
New +$1.31M 0.25% 56

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Y.D. More Investments's GEN Position: Q2 2026 in Review

Y.D. More Investments increased its Gen Digital (GEN) stake by 11% in Q2 2026, buying an estimated $125K and bringing the position to 55,154 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #111.

Y.D. More Investments first reported a position in GEN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.66M in Q1 2024. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Y.D. More Investments held 55,154 shares of Gen Digital worth $1.37M as of Q2 2026.
  • Y.D. More Investments bought 5,605 Gen Digital shares in Q2 2026, an estimated $125K.
  • Gen Digital made up 0.04% of Y.D. More Investments's portfolio in Q2 2026, its #111 holding.
  • Y.D. More Investments first reported a position in Gen Digital in Q1 2023 and has held it in 14 quarters since.
  • Y.D. More Investments's Gen Digital position peaked at $1.66M in Q1 2024.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.