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Arax Advisory Partners’s Gen Digital GEN Stock Holding History

Arax Advisory 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
Q1 		– Sell
-14,048
Closed -$382K – 4009
2025
Q4 		$382K Sell
14,048
-16,585
-54% -$446K 0.01% 719
2025
Q3 		$869K Buy
30,633
+26,039
+567% +$779K 0.01% 698
2025
Q2 		$135K Buy
4,594
+2,551
+125% +$69.7K 0.01% 810
2025
Q1 		$54.2K Buy
2,043
+824
+68% +$22.6K ﹤0.01% 920
2024
Q4 		$33.4K Buy
1,219
+129
+12% +$3.71K ﹤0.01% 1017
2024
Q3 		$29.9K Buy
1,090
+855
+364% +$21.9K ﹤0.01% 925
2024
Q2 		$5.87K Buy
+235
New +$5.38K ﹤0.01% 1519
2022
Q1 		– Sell
-50
Closed -$1K – 1173
2021
Q4 		$1K Hold
50
– – ﹤0.01% 1012
2021
Q3 		$1K Buy
+50
New +$1.3K ﹤0.01% 904
2018
Q4 		$7K Buy
367
+14
+4% +$289 ﹤0.01% 462
2018
Q3 		$8K Buy
+353
New +$7.19K ﹤0.01% 485

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

Arax Advisory Partners's GEN Position: Q1 2026 in Review

Arax Advisory Partners sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 14,048 shares — an estimated $382K sold.

Arax Advisory Partners first reported a position in GEN in Q3 2018 and held it in 11 quarters. The position peaked at $869K in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Arax Advisory Partners reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 14,048 Gen Digital shares in Q1 2026, an estimated $382K.
  • Arax Advisory Partners first reported a position in Gen Digital in Q3 2018 and held it in 11 quarters.
  • Arax Advisory Partners's Gen Digital position peaked at $869K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.