Position in GEN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$68,108
New position
Shares Held
3,617
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Innovative Asset Advisors Group, LLC holds $10,138,958 across 26 Software - Infrastructure names. GEN ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,502 | $6,478,715 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
13,444 | $1,966,588 | |
| 3 | ORCL |
Oracle Corp
|
7,815 | $1,149,664 | |
| 4 | PANW |
Palo Alto Networks Inc
|
691 | $110,781 | |
| 5 | GEN |
Gen Digital Inc.
This page
|
3,617 | $68,108 | |
| 6 | CRWV |
CoreWeave, Inc.
|
820 | $63,525 | |
| 7 | VRSN |
Verisign Inc/Ca
|
224 | $55,632 | |
| 8 | FTNT |
Fortinet, Inc.
|
564 | $46,090 |
All Filings in GEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,108 | 3,617 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||