Position in GEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,828
+$9,005 QoQ
Shares Held
877
+28.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#559
of 702 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $3,591,158 across 16 Software - Infrastructure names. GEN ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
5,942 | $2,026,340 | |
| 2 | MSFT |
Microsoft Corp
|
3,506 | $1,307,808 | |
| 3 | ORCL |
Oracle Corp
|
718 | $105,222 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
220 | $41,972 | |
| 5 | GEN |
Gen Digital Inc.
This page
|
877 | $21,828 | |
| 6 | NTAP |
NetApp, Inc.
|
135 | $20,892 | |
| 7 | FTNT |
Fortinet, Inc.
|
132 | $20,277 | |
| 8 | DOX |
Amdocs Ltd
|
356 | $17,992 |
All Filings in GEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,828 | 877 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,823 | 681 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,679 | 356 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,390 | 366 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,760 | 366 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,695 | 403 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||