Position in GEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,627,753
+$1,215,263 QoQ
Shares Held
226,105
-3.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#133
of 702 holders
Holding Since
Mar 2023
7 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, 2026Lifeworks Advisors, LLC holds $47,346,131 across 9 Software - Infrastructure names. GEN ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,359 | $12,816,594 | |
| 2 | FFIV |
F5, Inc.
|
21,515 | $8,949,379 | |
| 3 | NTAP |
NetApp, Inc.
|
47,887 | $7,410,992 | |
| 4 | ORCL |
Oracle Corp
|
42,942 | $6,293,150 | |
| 5 | GEN |
Gen Digital Inc.
This page
|
226,105 | $5,627,753 | |
| 6 | VRSN |
Verisign Inc/Ca
|
16,479 | $4,145,457 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,268 | $1,577,410 | |
| 8 | GDDY |
GoDaddy Inc.
|
3,625 | $307,690 |
All Filings in GEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,627,753 | 226,105 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,412,490 | 234,333 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,477,207 | 201,442 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,735,432 | 202,023 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,272,313 | 213,344 | Shares | Sole | 2025-08-05 | |
| 2023-06-30 | $256,750 | 13,841 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,361,456 | 137,614 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||