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Bartlett & Co Wealth Management’s Gen Digital GEN Stock Holding History

Bartlett & Co Wealth Management’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 		$9.66K Buy
388
+46
+13% +$1.03K ﹤0.01% 1000
2026
Q1 		$6.71K Buy
+342
New +$7.92K ﹤0.01% 976
2025
Q2 		– Sell
-7
Closed -$186 – 1284
2025
Q1 		$186 Buy
+7
New +$192 ﹤0.01% 1171
2018
Q2 		– Sell
-2,900
Closed -$75K – 733
2018
Q1 		$75K Buy
+2,900
New +$78.9K ﹤0.01% 375

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

Bartlett & Co Wealth Management's GEN Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Gen Digital (GEN) stake by 13% in Q2 2026, buying an estimated $1.03K and bringing the position to 388 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Bartlett & Co Wealth Management first reported a position in GEN in Q1 2018 and has held it in 4 quarters since. The position peaked at $75K in Q1 2018. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Bartlett & Co Wealth Management held 388 shares of Gen Digital worth $9.66K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 46 Gen Digital shares in Q2 2026, an estimated $1.03K.
  • Gen Digital made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1000 holding.
  • Bartlett & Co Wealth Management first reported a position in Gen Digital in Q1 2018 and has held it in 4 quarters since.
  • Bartlett & Co Wealth Management's Gen Digital position peaked at $75K in Q1 2018.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.