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Delos Wealth Advisors’s Gen Digital GEN Stock Holding History

Delos Wealth 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
2025
Q4 		– Sell
-33
Closed -$937 – 275
2025
Q3 		$937 Buy
+33
New +$987 ﹤0.01% 266
2024
Q1 		– Sell
-14
Closed -$320 – 391
2023
Q4 		$320 Hold
14
– – ﹤0.01% 296
2023
Q3 		$284 Hold
14
– – ﹤0.01% 334
2023
Q2 		$260 Hold
14
– – ﹤0.01% 341
2023
Q1 		$241 Hold
14
– – ﹤0.01% 357
2022
Q4 		$300 Hold
14
– – ﹤0.01% 349
2022
Q3 		$0 Buy
+14
New +$324 ﹤0.01% 316

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Delos Wealth Advisors's GEN Position: Q4 2025 in Review

Delos Wealth Advisors sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 33 shares — an estimated $937 sold.

Delos Wealth Advisors first reported a position in GEN in Q3 2022 and held it in 7 quarters. The position peaked at $937 in Q3 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Delos Wealth Advisors reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Delos Wealth Advisors sold 33 Gen Digital shares in Q4 2025, an estimated $937.
  • Delos Wealth Advisors first reported a position in Gen Digital in Q3 2022 and held it in 7 quarters.
  • Delos Wealth Advisors's Gen Digital position peaked at $937 in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.