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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

GEN holding history

Gen Digital Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GEN overviewAll 13F holders of GENFull Q2 2026 holdings

Shares (Q2 2026)
155,861
Value
$3.88M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GEN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026155,861$3.88M<0.1%+62,905+67.7%AddedHolders
Q1 202692,956$1.75M<0.1%+12,310+15.3%AddedHolders
Q4 202580,646$2.19M<0.1%+3,180+4.1%AddedHolders
Q3 202577,466$2.20M<0.1%+2,525+3.4%AddedHolders
Q2 202574,941$2.20M<0.1%+6,740+9.9%AddedHolders
Q1 202568,201$1.81M<0.1%+8,806+14.8%AddedHolders
Q4 202459,395$1.63M<0.1%+3,555+6.4%AddedHolders
Q3 202455,840$1.53M<0.1%+3,355+6.4%AddedHolders
Q2 202452,485$1.31M<0.1%+11,024+26.6%AddedHolders
Q1 202441,461$928.7K<0.1%+3,457+9.1%AddedHolders
Q4 202338,004$867.2K<0.1%−10,984−22.4%ReducedHolders
Q3 202348,988$866.1K<0.1%−3,733−7.1%ReducedHolders
Q2 202352,721$978.0K<0.1%+659+1.3%AddedHolders
Q1 202352,062$893.4K<0.1%−4,865−8.5%ReducedHolders
Q4 202256,927$1.22M<0.1%+9,069+18.9%AddedHolders
Q3 202247,858$964.0K<0.1%+3,553+8.0%AddedHolders
Q2 202244,305$973.0K<0.1%+4,672+11.8%AddedHolders
Q1 202239,633$1.05M<0.1%+8,587+27.7%AddedHolders
Q4 202131,046$807.0K<0.1%−3,886−11.1%ReducedHolders
Q3 202134,932$884.0K<0.1%+12,276+54.2%AddedHolders
Q2 202122,656$617.0K<0.1%+2,352+11.6%AddedHolders
Q1 202120,304$432.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.