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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
Q2 		$371K Sell
14,921
-142,592
-91% -$3.19M 0.01% 1283
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
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

Arkadios Wealth Advisors's GEN Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Gen Digital (GEN) stake by 91% in Q2 2026, selling an estimated $3.19M and leaving 14,921 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #1283.

Arkadios Wealth Advisors first reported a position in GEN in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.9M in Q3 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Arkadios Wealth Advisors held 14,921 shares of Gen Digital worth $371K as of Q2 2026.
  • Arkadios Wealth Advisors sold 142,592 Gen Digital shares in Q2 2026, an estimated $3.19M.
  • Gen Digital made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1283 holding.
  • Arkadios Wealth Advisors first reported a position in Gen Digital in Q1 2021 and has held it in 10 quarters since.
  • Arkadios Wealth Advisors's Gen Digital position peaked at $3.9M in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.