Benchmark Financial Wealth Advisors, LLC
Position in GEN — Gen Digital Inc.
CIK 1757706
BOCA RATON, FL
Position in GEN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$295,195
+$75,299 QoQ
Shares Held
11,860
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#440
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, 2026Benchmark Financial Wealth Advisors, LLC holds $5,924,698 across 7 Software - Infrastructure names. GEN ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,014 | $4,481,462 | |
| 2 | PANW |
Palo Alto Networks Inc
|
878 | $299,415 | |
| 3 | GEN |
Gen Digital Inc.
This page
|
11,860 | $295,195 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,463 | $287,358 | |
| 5 | ORCL |
Oracle Corp
|
1,629 | $238,729 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,460 | $224,285 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,060 | $98,254 |
All Filings in GEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,195 | 11,860 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $219,896 | 11,678 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $334,681 | 12,309 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $348,771 | 12,285 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $358,680 | 12,200 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $322,434 | 12,149 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $346,137 | 12,642 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $326,115 | 11,889 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $279,476 | 11,188 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||