Rothwell Investment Advisors, LLC’s Gen Digital GEN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24.5K	Buy	+1,114	New	+$30.9K	0.01%	582

Other funds holding GEN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's GEN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Gen Digital (GEN) in Q3 2026: 1,114 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings.

346 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,114 shares of Gen Digital worth $24.5K as of Q3 2026.
Gen Digital was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Gen Digital made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #582 holding.
346 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.