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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Elevation Wealth Partners's GEN Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Gen Digital (GEN) stake by 65% in Q2 2026, selling an estimated $13.5K and leaving 328 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Elevation Wealth Partners first reported a position in GEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.7K in Q4 2025. 202 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Elevation Wealth Partners held 328 shares of Gen Digital worth $8.16K as of Q2 2026.
  • Elevation Wealth Partners sold 605 Gen Digital shares in Q2 2026, an estimated $13.5K.
  • Gen Digital made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #879 holding.
  • Elevation Wealth Partners first reported a position in Gen Digital in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Gen Digital position peaked at $19.7K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.