Beaird Harris Wealth Management’s Gen Digital GEN Stock Holding History

Beaird Harris 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	–	Sell	-17	Closed	-$321	–	725
2026 Q1	$321	Hold	17	–	–	﹤0.01%	596
2025 Q4	$463	Hold	17	–	–	﹤0.01%	600
2025 Q3	$483	Sell	17 -18	-51%	-$538	﹤0.01%	615
2025 Q2	$1.03K	Buy	+35	New	+$957	﹤0.01%	557
2024 Q3	–	Sell	-1	Closed	-$21	–	598
2024 Q2	$21	Buy	+1	New	+$23	﹤0.01%	695
2022 Q3	–	Sell	-175	Closed	-$4K	–	498
2022 Q2	$4K	Buy	+175	New	+$4.3K	﹤0.01%	318

Other funds holding GEN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Beaird Harris Wealth Management's GEN Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 17 shares — an estimated $321 sold.

Beaird Harris Wealth Management first reported a position in GEN in Q2 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 122 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Beaird Harris Wealth Management reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 17 Gen Digital shares in Q2 2026, an estimated $321.
Beaird Harris Wealth Management first reported a position in Gen Digital in Q2 2022 and held it in 6 quarters.
Beaird Harris Wealth Management's Gen Digital position peaked at $4K in Q2 2022.
122 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.