Position in GEN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$400,579
+$97,605 QoQ
Shares Held
16,094
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#394
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, 2026Aprio Wealth Management, LLC holds $27,921,575 across 9 Software - Infrastructure names. GEN ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,599 | $19,993,498 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,728 | $2,294,382 | |
| 3 | ORCL |
Oracle Corp
|
11,821 | $1,732,367 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,445 | $1,335,288 | |
| 5 | FTNT |
Fortinet, Inc.
|
5,664 | $870,103 | |
| 6 | NET |
Cloudflare, Inc.
|
2,676 | $656,369 | |
| 7 | GEN |
Gen Digital Inc.
This page
|
16,094 | $400,579 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
7,784 | $371,267 |
All Filings in GEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,579 | 16,094 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $302,974 | 16,090 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $380,660 | 14,000 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||