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Abacus Wealth Partners’s Gen Digital GEN Stock Holding History

Abacus Wealth Partners’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 		$391K Sell
15,706
-5,031
-24% -$112K 0.04% 193
2026
Q1 		$390K Sell
20,737
-121
-0.6% -$2.8K 0.04% 279
2025
Q4 		$567K Buy
+20,858
New +$561K 0.06% 188

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Abacus Wealth Partners's GEN Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Gen Digital (GEN) stake by 24% in Q2 2026, selling an estimated $112K and leaving 15,706 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #193.

Abacus Wealth Partners first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $567K in Q4 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Abacus Wealth Partners held 15,706 shares of Gen Digital worth $391K as of Q2 2026.
  • Abacus Wealth Partners sold 5,031 Gen Digital shares in Q2 2026, an estimated $112K.
  • Gen Digital made up 0.04% of Abacus Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Abacus Wealth Partners first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Gen Digital position peaked at $567K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.