Arax Advisory Partners
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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
Q3 		$430K Sell
19,507
-4,098
-17% -$114K ﹤0.01% 1829
2026
Q2 		$588K Buy
+23,605
New +$527K ﹤0.01% 1539
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Arax Advisory Partners's GEN Position: Q3 2026 in Review

Arax Advisory Partners reduced its Gen Digital (GEN) stake by 17% in Q3 2026, selling an estimated $114K and leaving 19,507 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Arax Advisory Partners first reported a position in GEN in Q3 2018 and has held it in 13 quarters since. The position peaked at $869K in Q3 2025. 454 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Arax Advisory Partners held 19,507 shares of Gen Digital worth $430K as of Q3 2026.
  • Arax Advisory Partners sold 4,098 Gen Digital shares in Q3 2026, an estimated $114K.
  • Gen Digital made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #1829 holding.
  • Arax Advisory Partners first reported a position in Gen Digital in Q3 2018 and has held it in 13 quarters since.
  • Arax Advisory Partners's Gen Digital position peaked at $869K in Q3 2025.
  • 454 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.