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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
Q1 		$603 Hold
32
– – ﹤0.01% 773
2025
Q4 		$870 Buy
+32
New +$861 ﹤0.01% 727

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

Elevated Capital Advisors's GEN Position: Q1 2026 in Review

Elevated Capital Advisors held its Gen Digital (GEN) position steady in Q1 2026 at 32 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Elevated Capital Advisors first reported a position in GEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $870 in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Elevated Capital Advisors held 32 shares of Gen Digital worth $603 as of Q1 2026.
  • Elevated Capital Advisors left its Gen Digital share count unchanged in Q1 2026.
  • Gen Digital made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #773 holding.
  • Elevated Capital Advisors first reported a position in Gen Digital in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Gen Digital position peaked at $870 in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.