Cetera Investment Advisers’s Gen Digital GEN Stock Holding History

Cetera Investment Advisers’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	$940K	Buy	49,908 +6,411	+15%	+$148K	﹤0.01%	2958
2025 Q4	$1.18M	Sell	43,497 -5,204	-11%	-$140K	﹤0.01%	2679
2025 Q3	$1.38M	Buy	48,701 +14,281	+41%	+$427K	﹤0.01%	2497
2025 Q2	$1.01M	Buy	34,420 +1,528	+5%	+$41.8K	﹤0.01%	2361
2025 Q1	$873K	Sell	32,892 -7,086	-18%	-$194K	﹤0.01%	2369
2024 Q4	$1.09M	Buy	39,978 +5,748	+17%	+$165K	﹤0.01%	2107
2024 Q3	$939K	Buy	34,230 +1,005	+3%	+$25.8K	﹤0.01%	2161
2024 Q2	$830K	Buy	33,225 +610	+2%	+$14K	﹤0.01%	2215
2024 Q1	$731K	Buy	+32,615	New	+$723K	﹤0.01%	2319

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's GEN Position: Q1 2026 in Review

Cetera Investment Advisers increased its Gen Digital (GEN) stake by 15% in Q1 2026, buying an estimated $148K and bringing the position to 49,908 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Cetera Investment Advisers first reported a position in GEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Cetera Investment Advisers held 49,908 shares of Gen Digital worth $940K as of Q1 2026.
Cetera Investment Advisers bought 6,411 Gen Digital shares in Q1 2026, an estimated $148K.
Gen Digital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2958 holding.
Cetera Investment Advisers first reported a position in Gen Digital in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Gen Digital position peaked at $1.38M in Q3 2025.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.