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Avantax Advisory Services’s Gen Digital GEN Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$233K Buy
+7,939
New +$217K ﹤0.01% 2096
2020
Q2 		– Sell
-14,874
Closed -$279K – 869
2020
Q1 		$279K Sell
14,874
-4,728
-24% -$102K 0.01% 606
2019
Q4 		$501K Buy
19,602
+2,662
+16% +$65K 0.01% 477
2019
Q3 		$397K Buy
+16,940
New +$395K 0.02% 363

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Avantax Advisory Services's GEN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Gen Digital (GEN) in Q2 2025: 7,939 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2096 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in GEN as recently as Q1 2020.

Avantax Advisory Services first reported a position in GEN in Q3 2019 and has held it in 4 quarters since. The position peaked at $501K in Q4 2019. 654 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

  • Avantax Advisory Services held 7,939 shares of Gen Digital worth $233K as of Q2 2025.
  • Gen Digital was a new Avantax Advisory Services position in Q2 2025.
  • Gen Digital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2096 holding.
  • Avantax Advisory Services first reported a position in Gen Digital in Q3 2019 and has held it in 4 quarters since.
  • Avantax Advisory Services's Gen Digital position peaked at $501K in Q4 2019.
  • 654 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.