Position in GEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,182,839
+$768,490 QoQ
Shares Held
168,053
-7.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#155
of 702 holders
Holding Since
Mar 2021
13 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $149,222,356 across 23 Software - Infrastructure names. GEN ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
233,876 | $87,240,425 | |
| 2 | PANW |
Palo Alto Networks Inc
|
60,596 | $20,664,447 | |
| 3 | NET |
Cloudflare, Inc.
|
27,423 | $6,726,313 | |
| 4 | ORCL |
Oracle Corp
|
45,728 | $6,701,438 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
34,948 | $6,667,554 | |
| 6 | GEN |
Gen Digital Inc.
This page
|
168,053 | $4,182,839 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
34,826 | $4,063,149 | |
| 8 | NTAP |
NetApp, Inc.
|
25,156 | $3,893,142 |
All Filings in GEN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,182,839 | 168,053 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,414,349 | 181,325 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $283,827 | 9,654 | Shares | Sole | 2026-02-03 | |
| 2023-09-30 | $1,123,068 | 63,522 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,548,331 | 83,468 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,400,770 | 81,630 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $281,633 | 13,142 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $400,161 | 19,869 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $484,920 | 22,082 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $261,566 | 9,863 | Shares | Sole | 2022-05-03 | |
| 2021-09-30 | $821,288 | 32,462 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $920,117 | 33,803 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $568,577 | 26,744 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||