Cerity Partners
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Cerity Partners’s Gen Digital GEN Stock Holding History

Cerity Partners’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 		– Sell
-17,736
Closed -$482K – 3308
2025
Q4 		$482K Sell
17,736
-14,428
-45% -$388K ﹤0.01% 2134
2025
Q3 		$913K Sell
32,164
-4,987
-13% -$149K ﹤0.01% 1637
2025
Q2 		$1.09M Sell
37,151
-41,320
-53% -$1.13M ﹤0.01% 1479
2025
Q1 		$2.08M Buy
78,471
+14,707
+23% +$403K ﹤0.01% 1108
2024
Q4 		$1.75M Buy
63,764
+8,860
+16% +$255K ﹤0.01% 1165
2024
Q3 		$1.51M Buy
54,904
+42,132
+330% +$1.08M ﹤0.01% 1216
2024
Q2 		$319K Buy
12,772
+1,385
+12% +$31.7K ﹤0.01% 1782
2024
Q1 		$255K Buy
+11,387
New +$252K ﹤0.01% 1963
2023
Q3 		– Sell
-11,504
Closed -$214K – 1520
2023
Q2 		$214K Buy
11,504
+196
+2% +$3.43K ﹤0.01% 1485
2023
Q1 		$194K Buy
11,308
+1,379
+14% +$27.7K ﹤0.01% 1721
2022
Q4 		$213K Buy
+9,929
New +$219K ﹤0.01% 1317
2020
Q1 		– Sell
-50,242
Closed -$1.28M – 478
2019
Q4 		$1.28M Sell
50,242
-32,273
-39% -$789K 0.07% 207
2019
Q3 		$1.95M Sell
82,515
-49,183
-37% -$1.15M 0.11% 162
2019
Q2 		$2.87M Sell
131,698
-803
-0.6% -$17.3K 0.18% 123
2019
Q1 		$3.05M Sell
132,501
-443
-0.3% -$9.64K 0.21% 106
2018
Q4 		$2.51M Buy
132,944
+133
+0.1% +$2.75K 0.17% 133
2018
Q3 		$2.83M Buy
132,811
+868
+0.7% +$17.7K 0.2% 128
2018
Q2 		$2.73M Buy
131,943
+11,613
+10% +$279K 0.2% 122
2018
Q1 		$3.11M Sell
120,330
-81
-0.1% -$2.2K 0.24% 110
2017
Q4 		$3.38M Sell
120,411
-387
-0.3% -$11.6K 0.23% 102
2017
Q3 		$3.96M Buy
+120,798
New +$3.68M 0.28% 83

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

Cerity Partners's GEN Position: Q1 2026 in Review

Cerity Partners sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 17,736 shares — an estimated $482K sold.

Cerity Partners first reported a position in GEN in Q3 2017 and held it in 21 quarters. The position peaked at $3.96M in Q3 2017. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Cerity Partners reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 17,736 Gen Digital shares in Q1 2026, an estimated $482K.
  • Cerity Partners first reported a position in Gen Digital in Q3 2017 and held it in 21 quarters.
  • Cerity Partners's Gen Digital position peaked at $3.96M in Q3 2017.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.