Addison Advisors
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Addison Advisors’s Gen Digital GEN Stock Holding History

Addison 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 		$1.19K Buy
+54
New +$1.5K ﹤0.01% 652

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

Addison Advisors's GEN Position: Q3 2026 in Review

Addison Advisors opened a new position in Gen Digital (GEN) in Q3 2026: 54 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings.

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

  • Addison Advisors held 54 shares of Gen Digital worth $1.19K as of Q3 2026.
  • Gen Digital was a new Addison Advisors position in Q3 2026.
  • Gen Digital made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #652 holding.
  • 382 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

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