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Bell Investment Advisors’s Gen Digital GEN Stock Holding History

Bell Investment 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
Q1 		$2.26K Sell
120
-26
-18% -$602 ﹤0.01% 1293
2025
Q4 		$3.97K Hold
146
– – ﹤0.01% 1068
2025
Q3 		$4.14K Hold
146
– – ﹤0.01% 1021
2025
Q2 		$4.29K Buy
146
+50
+52% +$1.37K ﹤0.01% 1059
2025
Q1 		$2.55K Hold
96
– – ﹤0.01% 1209
2024
Q4 		$2.63K Sell
96
-43
-31% -$1.24K ﹤0.01% 1222
2024
Q3 		$3.81K Sell
139
-26
-16% -$667 ﹤0.01% 1076
2024
Q2 		$4.12K Hold
165
– – ﹤0.01% 1020
2024
Q1 		$3.7K Hold
165
– – ﹤0.01% 1071
2023
Q4 		$3.77K Sell
165
-65
-28% -$1.29K ﹤0.01% 1027
2023
Q3 		$4.07K Buy
230
+22
+11% +$429 ﹤0.01% 914
2023
Q2 		$3.86K Buy
208
+30
+17% +$525 ﹤0.01% 951
2023
Q1 		$3.06K Sell
178
-204
-53% -$4.09K ﹤0.01% 1035
2022
Q4 		$8.19K Sell
382
-216
-36% -$4.77K ﹤0.01% 564
2022
Q3 		$12K Buy
598
+210
+54% +$4.86K ﹤0.01% 365
2022
Q2 		$9K Buy
+388
New +$9.54K ﹤0.01% 457
2021
Q4 		$5K Buy
208
+37
+22% +$936 ﹤0.01% 758
2021
Q3 		$4K Buy
+171
New +$4.45K ﹤0.01% 794

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

Bell Investment Advisors's GEN Position: Q1 2026 in Review

Bell Investment Advisors reduced its Gen Digital (GEN) stake by 18% in Q1 2026, selling an estimated $602 and leaving 120 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Bell Investment Advisors first reported a position in GEN in Q3 2021 and has held it in 18 quarters since. The position peaked at $12K in Q3 2022. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Bell Investment Advisors held 120 shares of Gen Digital worth $2.26K as of Q1 2026.
  • Bell Investment Advisors sold 26 Gen Digital shares in Q1 2026, an estimated $602.
  • Gen Digital made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1293 holding.
  • Bell Investment Advisors first reported a position in Gen Digital in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Gen Digital position peaked at $12K in Q3 2022.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.