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Coastal Bridge Advisors’s Gen Digital GEN Stock Holding History

Coastal Bridge 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 		$1.24M Buy
65,756
+4,408
+7% +$102K 0.09% 203
2025
Q4 		$1.67M Buy
61,348
+2,040
+3% +$54.9K 0.12% 169
2025
Q3 		$1.68M Buy
59,308
+1,034
+2% +$30.9K 0.13% 164
2025
Q2 		$1.71M Buy
58,274
+1,191
+2% +$32.6K 0.14% 151
2025
Q1 		$1.51M Buy
+57,083
New +$1.56M 0.37% 67

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

Coastal Bridge Advisors's GEN Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Gen Digital (GEN) stake by 7.2% in Q1 2026, buying an estimated $102K and bringing the position to 65,756 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #203.

Coastal Bridge Advisors first reported a position in GEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Coastal Bridge Advisors held 65,756 shares of Gen Digital worth $1.24M as of Q1 2026.
  • Coastal Bridge Advisors bought 4,408 Gen Digital shares in Q1 2026, an estimated $102K.
  • Gen Digital made up 0.09% of Coastal Bridge Advisors's portfolio in Q1 2026, its #203 holding.
  • Coastal Bridge Advisors first reported a position in Gen Digital in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Gen Digital position peaked at $1.71M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.