Arkadios Wealth Advisors’s Gen Digital GEN Stock Holding History

Arkadios Wealth 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 Q1	$2.97M	Buy	157,513 +20,626	+15%	+$477K	0.05%	389
2025 Q4	$3.72M	Sell	136,887 -429	-0.3%	-$11.5K	0.07%	277
2025 Q3	$3.9M	Buy	137,316 +32,104	+31%	+$960K	0.09%	229
2025 Q2	$3.09M	Buy	105,212 +90,311	+606%	+$2.47M	0.09%	239
2025 Q1	$395K	Buy	+14,901	New	+$408K	0.01%	797
2022 Q1	–	Sell	-9,311	Closed	-$242K	–	586
2021 Q4	$242K	Sell	9,311 -4,781	-34%	-$121K	0.03%	498
2021 Q3	$356K	Buy	14,092 +2	+0%	+$52	0.05%	365
2021 Q2	$383K	Buy	14,090 +13,402	+1,948%	+$334K	0.05%	387
2021 Q1	$14K	Buy	+688	New	+$14.4K	﹤0.01%	1082

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's GEN Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Gen Digital (GEN) stake by 15% in Q1 2026, buying an estimated $477K and bringing the position to 157,513 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #389.

Arkadios Wealth Advisors first reported a position in GEN in Q1 2021 and has held it in 9 quarters since. The position peaked at $3.9M in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Arkadios Wealth Advisors held 157,513 shares of Gen Digital worth $2.97M as of Q1 2026.
Arkadios Wealth Advisors bought 20,626 Gen Digital shares in Q1 2026, an estimated $477K.
Gen Digital made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #389 holding.
Arkadios Wealth Advisors first reported a position in Gen Digital in Q1 2021 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Gen Digital position peaked at $3.9M in Q3 2025.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.