Position in GEN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$796
+$194 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
of 702 holders
Holding Since
Dec 2025
3 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, 2026Elevated Capital Advisors, LLC holds $5,822,345 across 11 Software - Infrastructure names. GEN ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,211 | $4,927,967 | |
| 2 | ORCL |
Oracle Corp
|
3,210 | $470,425 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,360 | $275,341 | |
| 4 | PANW |
Palo Alto Networks Inc
|
230 | $78,434 | |
| 5 | VRSN |
Verisign Inc/Ca
|
235 | $59,116 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $7,631 | |
| 7 | FTNT |
Fortinet, Inc.
|
10 | $1,536 | |
| 8 | GEN |
Gen Digital Inc.
This page
|
32 | $796 |
All Filings in GEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796 | 32 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $602 | 32 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $870 | 32 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||