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Basecamp Wealth Advisors’s Gen Digital GEN Stock Holding History

Basecamp Wealth 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 		$5.95K Sell
239
-1,184
-83% -$26.4K ﹤0.01% 1136
2026
Q1 		$26.8K Sell
1,423
-178
-11% -$4.12K 0.01% 726
2025
Q4 		$43.5K Buy
+1,601
New +$43.1K 0.01% 562

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Basecamp Wealth Advisors's GEN Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Gen Digital (GEN) stake by 83% in Q2 2026, selling an estimated $26.4K and leaving 239 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Basecamp Wealth Advisors first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.5K in Q4 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Basecamp Wealth Advisors held 239 shares of Gen Digital worth $5.95K as of Q2 2026.
  • Basecamp Wealth Advisors sold 1,184 Gen Digital shares in Q2 2026, an estimated $26.4K.
  • Gen Digital made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1136 holding.
  • Basecamp Wealth Advisors first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Gen Digital position peaked at $43.5K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.