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Atlas Capital Advisors’s Gen Digital GEN Stock Holding History

Atlas Capital 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 		$228K Buy
9,144
+4,822
+112% +$108K 0.02% 437
2026
Q1 		$81.4K Sell
4,322
-14,966
-78% -$346K 0.01% 572
2025
Q4 		$524K Buy
+19,288
New +$519K 0.06% 250
2025
Q2 		$1.05M Buy
35,871
+1,059
+3% +$28.9K 0.13% 140
2025
Q1 		$924K Buy
34,812
+722
+2% +$19.8K 0.12% 154
2024
Q4 		$933K Buy
34,090
+8,576
+34% +$247K 0.12% 149
2024
Q3 		$700K Buy
25,514
+17,944
+237% +$461K 0.11% 166
2024
Q2 		$189K Buy
7,570
+4,032
+114% +$92.2K 0.02% 392
2024
Q1 		$79.3K Buy
3,538
+1,065
+43% +$23.6K 0.01% 510
2023
Q4 		$56.4K Buy
2,473
+2,066
+508% +$40.9K 0.01% 571
2023
Q3 		$7.2K Hold
407
– – ﹤0.01% 736
2023
Q2 		$7.55K Hold
407
– – ﹤0.01% 757
2023
Q1 		$6.98K Hold
407
– – ﹤0.01% 768
2022
Q4 		$8.72K Hold
407
– – ﹤0.01% 742
2022
Q3 		$8.2K Hold
407
– – ﹤0.01% 734
2022
Q2 		$8.94K Buy
407
+178
+78% +$4.38K ﹤0.01% 770
2022
Q1 		$6.07K Buy
229
+124
+118% +$3.41K ﹤0.01% 772
2021
Q4 		$2.73K Hold
105
– – ﹤0.01% 830
2021
Q3 		$2.66K Hold
105
– – ﹤0.01% 846
2021
Q2 		$2.86K Buy
+105
New +$2.62K ﹤0.01% 863

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

Atlas Capital Advisors's GEN Position: Q2 2026 in Review

Atlas Capital Advisors increased its Gen Digital (GEN) stake by 112% in Q2 2026, buying an estimated $108K and bringing the position to 9,144 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #437.

Atlas Capital Advisors first reported a position in GEN in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q2 2025. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Atlas Capital Advisors held 9,144 shares of Gen Digital worth $228K as of Q2 2026.
  • Atlas Capital Advisors bought 4,822 Gen Digital shares in Q2 2026, an estimated $108K.
  • Gen Digital made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #437 holding.
  • Atlas Capital Advisors first reported a position in Gen Digital in Q2 2021 and has held it in 20 quarters since.
  • Atlas Capital Advisors's Gen Digital position peaked at $1.05M in Q2 2025.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.