Activest Wealth Management
GEN icon

Activest Wealth Management’s Gen Digital GEN Stock Holding History

Activest Wealth Management’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 		$727 Sell
33
-16
-33% -$444 ﹤0.01% 876
2026
Q2 		$1.22K Buy
+49
New +$1.1K ﹤0.01% 922
2026
Q1 		– Sell
-37
Closed -$1.01K – 1276
2025
Q4 		$1.01K Buy
37
+12
+48% +$323 ﹤0.01% 946
2025
Q3 		$710 Buy
25
+10
+67% +$299 ﹤0.01% 922
2025
Q2 		$441 Sell
15
-119
-89% -$3.25K ﹤0.01% 880
2025
Q1 		$3.56K Buy
+134
New +$3.67K ﹤0.01% 556

Other funds holding GEN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Activest Wealth Management's GEN Position: Q3 2026 in Review

Activest Wealth Management reduced its Gen Digital (GEN) stake by 33% in Q3 2026, selling an estimated $444 and leaving 33 shares worth $727. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Activest Wealth Management first reported a position in GEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.56K in Q1 2025. 368 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Activest Wealth Management held 33 shares of Gen Digital worth $727 as of Q3 2026.
  • Activest Wealth Management sold 16 Gen Digital shares in Q3 2026, an estimated $444.
  • Gen Digital made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #876 holding.
  • Activest Wealth Management first reported a position in Gen Digital in Q1 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's Gen Digital position peaked at $3.56K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.