Position in GEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,301,677
+$1,556,819 QoQ
Shares Held
92,474
+133.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#216
of 702 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Convergence Financial, LLC holds $34,115,684 across 7 Software - Infrastructure names. GEN ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
48,438 | $18,068,342 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
39,636 | $7,561,954 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,863 | $2,550,756 | |
| 4 | GEN |
Gen Digital Inc.
This page
|
92,474 | $2,301,677 | |
| 5 | FTNT |
Fortinet, Inc.
|
8,826 | $1,355,850 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,612 | $1,231,764 | |
| 7 | ORCL |
Oracle Corp
|
7,133 | $1,045,341 |
All Filings in GEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301,677 | 92,474 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $744,858 | 39,557 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,100,624 | 40,479 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,150,334 | 40,519 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $839,869 | 28,567 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||