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Atomi Financial Group’s Gen Digital GEN Stock Holding History

Atomi Financial Group’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 		– Sell
-13,257
Closed -$360K – 1260
2025
Q4 		$360K Buy
13,257
+1,541
+13% +$41.5K 0.01% 839
2025
Q3 		$333K Buy
11,716
+678
+6% +$20.3K 0.01% 835
2025
Q2 		$325K Sell
11,038
-1,161
-10% -$31.7K 0.01% 778
2025
Q1 		$324K Buy
12,199
+2,974
+32% +$81.5K 0.01% 728
2024
Q4 		$253K Buy
9,225
+435
+5% +$12.5K 0.01% 807
2024
Q3 		$241K Buy
+8,790
New +$226K 0.02% 769

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atomi Financial Group's GEN Position: Q1 2026 in Review

Atomi Financial Group sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 13,257 shares — an estimated $360K sold.

Atomi Financial Group first reported a position in GEN in Q3 2024 and held it in 6 quarters. The position peaked at $360K in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Atomi Financial Group reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 13,257 Gen Digital shares in Q1 2026, an estimated $360K.
  • Atomi Financial Group first reported a position in Gen Digital in Q3 2024 and held it in 6 quarters.
  • Atomi Financial Group's Gen Digital position peaked at $360K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.