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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Y.D. More Investments's GEN Position: Q1 2026 in Review

Y.D. More Investments reduced its Gen Digital (GEN) stake by 10% in Q1 2026, selling an estimated $133K and leaving 49,549 shares worth $933K. The position accounts for 0.04% of the portfolio, ranked #113.

Y.D. More Investments first reported a position in GEN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.66M in Q1 2024. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Y.D. More Investments held 49,549 shares of Gen Digital worth $933K as of Q1 2026.
Y.D. More Investments sold 5,745 Gen Digital shares in Q1 2026, an estimated $133K.
Gen Digital made up 0.04% of Y.D. More Investments's portfolio in Q1 2026, its #113 holding.
Y.D. More Investments first reported a position in Gen Digital in Q1 2023 and has held it in 13 quarters since.
Y.D. More Investments's Gen Digital position peaked at $1.66M in Q1 2024.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.