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Concurrent Investment Advisors’s Gen Digital GEN Stock Holding History

Concurrent Investment 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 		– Sell
-35,344
Closed -$961K – 1973
2025
Q4 		$961K Buy
+35,344
New +$951K 0.01% 853

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

Concurrent Investment Advisors's GEN Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 35,344 shares — an estimated $961K sold.

Concurrent Investment Advisors first reported a position in GEN in Q4 2025 and held it in 1 quarter. The position peaked at $961K in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 35,344 Gen Digital shares in Q1 2026, an estimated $961K.
  • Concurrent Investment Advisors first reported a position in Gen Digital in Q4 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Gen Digital position peaked at $961K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.