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 Q3	$237K	Buy	10,742 +2,267	+27%	+$62.9K	0.01%	626
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

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

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

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Aaron Wealth Advisors's GEN Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Gen Digital (GEN) stake by 27% in Q3 2026, buying an estimated $62.9K and bringing the position to 10,742 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #626.

Aaron Wealth Advisors first reported a position in GEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2025. 183 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

Aaron Wealth Advisors held 10,742 shares of Gen Digital worth $237K as of Q3 2026.
Aaron Wealth Advisors bought 2,267 Gen Digital shares in Q3 2026, an estimated $62.9K.
Gen Digital made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #626 holding.
Aaron Wealth Advisors first reported a position in Gen Digital in Q4 2024 and has held it in 7 quarters since.
Aaron Wealth Advisors's Gen Digital position peaked at $1.1M in Q3 2025.
183 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.