Benchmark Financial Wealth Advisors’s Gen Digital GEN Stock Holding History

Benchmark Financial 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	$295K	Buy	11,860 +182	+2%	+$4.07K	0.07%	111
2026 Q1	$220K	Sell	11,678 -631	-5%	-$14.6K	0.06%	123
2025 Q4	$335K	Buy	12,309 +24	+0.2%	+$646	0.1%	92
2025 Q3	$349K	Buy	12,285 +85	+0.7%	+$2.54K	0.11%	87
2025 Q2	$359K	Buy	12,200 +51	+0.4%	+$1.39K	0.12%	81
2025 Q1	$322K	Sell	12,149 -493	-4%	-$13.5K	0.12%	76
2024 Q4	$346K	Buy	12,642 +753	+6%	+$21.6K	0.11%	73
2024 Q3	$326K	Buy	11,889 +701	+6%	+$18K	0.11%	72
2024 Q2	$279K	Buy	+11,188	New	+$256K	0.1%	73

Other funds holding GEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Benchmark Financial Wealth Advisors's GEN Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Gen Digital (GEN) stake by 1.6% in Q2 2026, buying an estimated $4.07K and bringing the position to 11,860 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #111.

Benchmark Financial Wealth Advisors first reported a position in GEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $359K in Q2 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Benchmark Financial Wealth Advisors held 11,860 shares of Gen Digital worth $295K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 182 Gen Digital shares in Q2 2026, an estimated $4.07K.
Gen Digital made up 0.07% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Benchmark Financial Wealth Advisors first reported a position in Gen Digital in Q2 2024 and has held it in 9 quarters since.
Benchmark Financial Wealth Advisors's Gen Digital position peaked at $359K in Q2 2025.
684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.