Position in GEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,378,604
+$1,372,786 QoQ
Shares Held
216,095
+1.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#138
of 707 holders
Holding Since
Mar 2025
6 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, 2026Sound Income Strategies, LLC holds $22,157,565 across 7 Software - Infrastructure names. GEN ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,558 | $13,636,865 | |
| 2 | GEN |
Gen Digital Inc.
This page
|
216,095 | $5,378,604 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,752 | $1,254,435 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,206 | $752,290 | |
| 5 | ORCL |
Oracle Corp
|
4,768 | $698,750 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,491 | $229,047 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,352 | $207,574 |
All Filings in GEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,378,604 | 216,095 | Shares | Sole | 2026-07-20 | |
| 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. | ||||||