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Advisor OS’s Gen Digital GEN Stock Holding History

Advisor OS’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
Q1 		– Sell
-22,439
Closed -$610K – 598
2025
Q4 		$610K Sell
22,439
-5,396
-19% -$145K 0.05% 253
2025
Q3 		$790K Sell
27,835
-1,518
-5% -$45.4K 0.07% 188
2025
Q2 		$863K Sell
29,353
-2,110
-7% -$57.7K 0.08% 173
2025
Q1 		$835K Buy
31,463
+6,367
+25% +$174K 0.1% 149
2024
Q4 		$687K Buy
+25,096
New +$722K 0.08% 171

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor OS's GEN Position: Q1 2026 in Review

Advisor OS sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 22,439 shares — an estimated $610K sold.

Advisor OS first reported a position in GEN in Q4 2024 and held it in 5 quarters. The position peaked at $863K in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Advisor OS reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 22,439 Gen Digital shares in Q1 2026, an estimated $610K.
  • Advisor OS first reported a position in Gen Digital in Q4 2024 and held it in 5 quarters.
  • Advisor OS's Gen Digital position peaked at $863K in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.