Crewe Advisors’s Gen Digital GEN Stock Holding History

Crewe 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	$1.57K	Buy	+63	New	+$1.41K	﹤0.01%	1013
2023 Q4	–	Sell	-19	Closed	-$336	–	531
2023 Q3	$336	Hold	19	–	–	﹤0.01%	412
2023 Q2	$353	Buy	+19	New	+$332	﹤0.01%	663
2022 Q4	–	Sell	-195	Closed	-$4K	–	1119
2022 Q3	$4K	Buy	195 +63	+48%	+$1.46K	﹤0.01%	889
2022 Q2	$3K	Buy	+132	New	+$3.25K	﹤0.01%	893

Other funds holding GEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Crewe Advisors's GEN Position: Q2 2026 in Review

Crewe Advisors opened a new position in Gen Digital (GEN) in Q2 2026: 63 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in GEN as recently as Q3 2023.

Crewe Advisors first reported a position in GEN in Q2 2022 and has held it in 5 quarters since. The position peaked at $4K in Q3 2022. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Crewe Advisors held 63 shares of Gen Digital worth $1.57K as of Q2 2026.
Gen Digital was a new Crewe Advisors position in Q2 2026.
Gen Digital made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1013 holding.
Crewe Advisors first reported a position in Gen Digital in Q2 2022 and has held it in 5 quarters since.
Crewe Advisors's Gen Digital position peaked at $4K in Q3 2022.
687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.