Position in GEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,083,315
+$4,195,721 QoQ
Shares Held
244,408
+143.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#130
of 702 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Dakota Wealth Management holds $138,856,380 across 10 Software - Infrastructure names. GEN ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
250,746 | $93,533,272 | |
| 2 | PANW |
Palo Alto Networks Inc
|
56,023 | $19,104,963 | |
| 3 | ORCL |
Oracle Corp
|
65,055 | $9,533,810 | |
| 4 | GEN |
Gen Digital Inc.
This page
|
244,408 | $6,083,315 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,020 | $3,437,945 | |
| 6 | FFIV |
F5, Inc.
|
7,140 | $2,969,954 | |
| 7 | NTCT |
Netscout Systems Inc
|
55,746 | $2,427,738 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,323 | $1,278,579 |
All Filings in GEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,083,315 | 244,408 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,887,594 | 100,244 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,998,011 | 183,818 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $4,629,103 | 163,054 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,330,567 | 79,271 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,963,561 | 73,985 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,955,068 | 71,405 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $929,931 | 33,902 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $534,871 | 21,412 | Shares | Defined | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||