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Elevation Wealth Partners’s Gen Digital GEN Stock Holding History

Elevation Wealth Partners’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 		$14.8K Buy
672
+344
+105% +$9.54K ﹤0.01% 762
2026
Q2 		$8.16K Sell
328
-605
-65% -$13.5K ﹤0.01% 879
2026
Q1 		$17.6K Buy
933
+209
+29% +$4.84K 0.01% 406
2025
Q4 		$19.7K Buy
724
+472
+187% +$12.7K 0.01% 372
2025
Q3 		$7.16K Buy
+252
New +$7.54K ﹤0.01% 429

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Elevation Wealth Partners's GEN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Gen Digital (GEN) stake by 105% in Q3 2026, buying an estimated $9.54K and bringing the position to 672 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Elevation Wealth Partners first reported a position in GEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.7K in Q4 2025. 22 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Elevation Wealth Partners held 672 shares of Gen Digital worth $14.8K as of Q3 2026.
  • Elevation Wealth Partners bought 344 Gen Digital shares in Q3 2026, an estimated $9.54K.
  • Gen Digital made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #762 holding.
  • Elevation Wealth Partners first reported a position in Gen Digital in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Gen Digital position peaked at $19.7K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.