Position in GEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$30,490
+$18,515 QoQ
Shares Held
1,225
+92.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#543
of 702 holders
Holding Since
Sep 2025
4 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $1,911,713 across 13 Software - Infrastructure names. GEN ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,360 | $1,626,367 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
520 | $60,668 | |
| 3 | PANW |
Palo Alto Networks Inc
|
175 | $59,678 | |
| 4 | ORCL |
Oracle Corp
|
231 | $33,853 | |
| 5 | GEN |
Gen Digital Inc.
This page
|
1,225 | $30,490 | |
| 6 | GDDY |
GoDaddy Inc.
|
324 | $27,501 | |
| 7 | CPAY |
Corpay, Inc.
|
77 | $25,661 | |
| 8 | TWLO |
Twilio Inc
|
96 | $19,807 |
All Filings in GEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,490 | 1,225 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,975 | 636 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,691 | 99 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,365 | 189 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||