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Atria Investments’s Gen Digital GEN Stock Holding History

Atria Investments’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
-7,620
Closed -$207K – 2093
2025
Q4 		$207K Buy
+7,620
New +$205K ﹤0.01% 1956
2025
Q3 		– Sell
-7,710
Closed -$227K – 2069
2025
Q2 		$227K Buy
+7,710
New +$211K ﹤0.01% 1851
2024
Q3 		– Sell
-11,447
Closed -$286K – 1957
2024
Q2 		$286K Buy
+11,447
New +$262K ﹤0.01% 1618

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

Atria Investments's GEN Position: Q1 2026 in Review

Atria Investments sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 7,620 shares — an estimated $207K sold.

Atria Investments first reported a position in GEN in Q2 2024 and held it in 3 quarters. The position peaked at $286K in Q2 2024. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Atria Investments reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 7,620 Gen Digital shares in Q1 2026, an estimated $207K.
  • Atria Investments first reported a position in Gen Digital in Q2 2024 and held it in 3 quarters.
  • Atria Investments's Gen Digital position peaked at $286K in Q2 2024.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.