Position in GEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,841
+$448 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#646
of 702 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TD Capital Management LLC holds $3,407,562 across 10 Software - Infrastructure names. GEN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,636 | $3,221,400 | |
| 2 | ORCL |
Oracle Corp
|
338 | $49,533 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
244 | $46,551 | |
| 4 | PANW |
Palo Alto Networks Inc
|
100 | $34,102 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
212 | $24,734 | |
| 6 | XYZ |
Block, Inc.
|
205 | $15,580 | |
| 7 | SNPS |
Synopsys Inc
|
29 | $12,936 | |
| 8 | GEN |
Gen Digital Inc.
This page
|
74 | $1,841 |
All Filings in GEN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,841 | 74 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,393 | 74 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,012 | 74 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $2,100 | 74 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $2,175 | 74 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,963 | 74 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,026 | 74 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,029 | 74 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,848 | 74 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,657 | 74 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,688 | 74 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,308 | 74 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,372 | 74 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,269 | 74 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,585 | 74 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,490 | 74 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $1,922 | 74 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,872 | 74 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,014 | 74 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,573 | 74 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,537 | 74 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,542 | 74 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,467 | 74 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,384 | 74 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||