Position in GEN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,005,818
-$1,284,349 QoQ
Shares Held
212,736
+9.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sound Income Strategies, LLC holds $19,546,923 across 46 Software - Infrastructure names. GEN ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,747 | $12,862,296 | |
| 2 | GEN |
Gen Digital Inc.
This page
|
212,736 | $4,005,818 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,726 | $837,599 | |
| 4 | ORCL |
Oracle Corp
|
4,618 | $679,353 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,213 | $354,788 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,611 | $131,650 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,603 | $124,184 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,034 | $100,920 |
All Filings in GEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,005,818 | 212,736 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,290,167 | 194,563 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $14,393 | 507 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $13,876 | 472 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $25,770 | 971 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||