Aaron Wealth Advisors’s Gen Digital GEN Stock Holding History

Aaron Wealth Advisors’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 Q2	$211K	Buy	+8,475	New	+$189K	0.01%	669
2026 Q1	–	Sell	-19,646	Closed	-$534K	–	722
2025 Q4	$534K	Sell	19,646 -19,062	-49%	-$513K	0.03%	421
2025 Q3	$1.1M	Buy	38,708 +27,960	+260%	+$836K	0.07%	210
2025 Q2	$316K	Sell	10,748 -979	-8%	-$26.8K	0.03%	344
2025 Q1	$311K	Buy	11,727 +1,489	+15%	+$40.8K	0.04%	319
2024 Q4	$280K	Buy	+10,238	New	+$294K	0.03%	333

Other funds holding GEN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Aaron Wealth Advisors's GEN Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in Gen Digital (GEN) in Q2 2026: 8,475 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in GEN as recently as Q4 2025.

Aaron Wealth Advisors first reported a position in GEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q3 2025. 122 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Aaron Wealth Advisors held 8,475 shares of Gen Digital worth $211K as of Q2 2026.
Gen Digital was a new Aaron Wealth Advisors position in Q2 2026.
Gen Digital made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #669 holding.
Aaron Wealth Advisors first reported a position in Gen Digital in Q4 2024 and has held it in 6 quarters since.
Aaron Wealth Advisors's Gen Digital position peaked at $1.1M in Q3 2025.
122 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.