CI
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CX Institutional’s Gen Digital GEN Stock Holding History

CX Institutional’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
Q3 		$502K Sell
22,786
-119
-0.5% -$3.3K 0.01% 471
2026
Q2 		$570K Buy
22,905
+5,687
+33% +$127K 0.02% 439
2026
Q1 		$324K Sell
17,218
-39,963
-70% -$925K 0.01% 581
2025
Q4 		$1.55M Buy
57,181
+1,210
+2% +$32.6K 0.05% 234
2025
Q3 		$1.59M Buy
55,971
+478
+0.9% +$14.3K 0.05% 236
2025
Q2 		$1.63M Buy
55,493
+4,807
+9% +$131K 0.06% 210
2025
Q1 		$1.34M Buy
50,686
+1,989
+4% +$54.5K 0.05% 238
2024
Q4 		$1.33M Buy
48,697
+1,205
+3% +$34.6K 0.05% 224
2024
Q3 		$1.3M Sell
47,492
-121,027
-72% -$3.11M 0.06% 247
2024
Q2 		$4.21M Sell
168,519
-4,615
-3% -$106K 0.2% 127
2024
Q1 		$3.88M Buy
173,134
+31,812
+23% +$705K 0.19% 134
2023
Q4 		$3.22M Sell
141,322
-21,220
-13% -$420K 0.17% 161
2023
Q3 		$2.87M Sell
162,542
-69,570
-30% -$1.36M 0.16% 172
2023
Q2 		$4.31M Buy
232,112
+7,787
+3% +$136K 0.22% 132
2023
Q1 		$3.85M Buy
+224,325
New +$4.5M 0.21% 150
2022
Q3 		– Sell
-930
Closed -$20K – 736
2022
Q2 		$20K Buy
+930
New +$22.9K ﹤0.01% 844
2021
Q4 		– Sell
-1,080
Closed -$27K – 566
2021
Q3 		$27K Buy
1,080
+116
+12% +$3.02K ﹤0.01% 690
2021
Q2 		$26K Buy
964
+154
+19% +$3.83K ﹤0.01% 688
2021
Q1 		$17K Buy
810
+103
+15% +$2.16K ﹤0.01% 697
2020
Q4 		$15K Sell
707
-625
-47% -$12.6K ﹤0.01% 668
2020
Q3 		$28K Buy
1,332
+976
+274% +$21.1K ﹤0.01% 480
2020
Q2 		$7K Buy
356
+322
+947% +$6.55K ﹤0.01% 614
2020
Q1 		$1K Sell
34
-158
-82% -$3.42K ﹤0.01% 718
2019
Q4 		$5K Hold
192
– – ﹤0.01% 542
2019
Q3 		$5K Sell
192
-3,745
-95% -$87.4K ﹤0.01% 575
2019
Q2 		$86K Buy
3,937
+1,124
+40% +$24.2K 0.01% 287
2019
Q1 		$65K Buy
2,813
+1,606
+133% +$35K 0.01% 315
2018
Q4 		$23K Buy
1,207
+103
+9% +$2.13K ﹤0.01% 310
2018
Q3 		$23K Buy
1,104
+736
+200% +$15K 0.01% 222
2018
Q2 		$8K Buy
+368
New +$8.84K ﹤0.01% 237

Other funds holding GEN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional's GEN Position: Q3 2026 in Review

CX Institutional reduced its Gen Digital (GEN) stake by 0.52% in Q3 2026, selling an estimated $3.3K and leaving 22,786 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #471.

CX Institutional first reported a position in GEN in Q2 2018 and has held it in 30 quarters since. The position peaked at $4.31M in Q2 2023. 22 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • CX Institutional held 22,786 shares of Gen Digital worth $502K as of Q3 2026.
  • CX Institutional sold 119 Gen Digital shares in Q3 2026, an estimated $3.3K.
  • Gen Digital made up 0.01% of CX Institutional's portfolio in Q3 2026, its #471 holding.
  • CX Institutional first reported a position in Gen Digital in Q2 2018 and has held it in 30 quarters since.
  • CX Institutional's Gen Digital position peaked at $4.31M in Q2 2023.
  • 22 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.