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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Arax Advisory Partners's GEN Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Gen Digital (GEN) in Q2 2026: 23,605 shares worth $588K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in GEN as recently as Q4 2025.

Arax Advisory Partners first reported a position in GEN in Q3 2018 and has held it in 12 quarters since. The position peaked at $869K in Q3 2025. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Arax Advisory Partners held 23,605 shares of Gen Digital worth $588K as of Q2 2026.
  • Gen Digital was a new Arax Advisory Partners position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1539 holding.
  • Arax Advisory Partners first reported a position in Gen Digital in Q3 2018 and has held it in 12 quarters since.
  • Arax Advisory Partners's Gen Digital position peaked at $869K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.