Elevated Capital Advisors
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Elevated Capital Advisors’s Gen Digital GEN Stock Holding History

Elevated Capital 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
Q3 		$705 Hold
32
– – ﹤0.01% 794
2026
Q2 		$796 Hold
32
– – ﹤0.01% 762
2026
Q1 		$603 Hold
32
– – ﹤0.01% 773
2025
Q4 		$870 Buy
+32
New +$861 ﹤0.01% 727

Other funds holding GEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Elevated Capital Advisors's GEN Position: Q3 2026 in Review

Elevated Capital Advisors held its Gen Digital (GEN) position steady in Q3 2026 at 32 shares worth $705. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Elevated Capital Advisors first reported a position in GEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $870 in Q4 2025. 423 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Elevated Capital Advisors held 32 shares of Gen Digital worth $705 as of Q3 2026.
  • Elevated Capital Advisors left its Gen Digital share count unchanged in Q3 2026.
  • Gen Digital made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #794 holding.
  • Elevated Capital Advisors first reported a position in Gen Digital in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Gen Digital position peaked at $870 in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.