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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
Q2 		$3.46K Buy
139
+19
+16% +$424 ﹤0.01% 1124
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 $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 $3.38T AUM 44.17% 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

Bell Investment Advisors's GEN Position: Q2 2026 in Review

Bell Investment Advisors increased its Gen Digital (GEN) stake by 16% in Q2 2026, buying an estimated $424 and bringing the position to 139 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Bell Investment Advisors first reported a position in GEN in Q3 2021 and has held it in 19 quarters since. The position peaked at $12K in Q3 2022. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Bell Investment Advisors held 139 shares of Gen Digital worth $3.46K as of Q2 2026.
  • Bell Investment Advisors bought 19 Gen Digital shares in Q2 2026, an estimated $424.
  • Gen Digital made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1124 holding.
  • Bell Investment Advisors first reported a position in Gen Digital in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Gen Digital position peaked at $12K in Q3 2022.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.