CBA
GEN icon

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
Q2 		$1.73M Buy
69,628
+3,872
+6% +$86.5K 0.11% 181
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 0.14% 151

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

Coastal Bridge Advisors's GEN Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Gen Digital (GEN) stake by 5.9% in Q2 2026, buying an estimated $86.5K and bringing the position to 69,628 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #181.

Coastal Bridge Advisors first reported a position in GEN in Q1 2025 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Coastal Bridge Advisors held 69,628 shares of Gen Digital worth $1.73M as of Q2 2026.
  • Coastal Bridge Advisors bought 3,872 Gen Digital shares in Q2 2026, an estimated $86.5K.
  • Gen Digital made up 0.11% of Coastal Bridge Advisors's portfolio in Q2 2026, its #181 holding.
  • Coastal Bridge Advisors first reported a position in Gen Digital in Q1 2025 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.