Empirical Wealth Management’s Gen Digital GEN Stock Holding History

Empirical Wealth Management’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	$229K	Buy	+9,186	New	+$205K	﹤0.01%	973
2026 Q1	–	Sell	-10,430	Closed	-$284K	–	1013
2025 Q4	$284K	Buy	+10,430	New	+$281K	0.01%	710
2022 Q2	–	Sell	-9,366	Closed	-$249K	–	492
2022 Q1	$249K	Sell	9,366 -5,795	-38%	-$159K	0.01%	435
2021 Q4	$394K	Sell	15,161 -13,321	-47%	-$337K	0.02%	385
2021 Q3	$721K	Buy	28,482 +2,680	+10%	+$69.8K	0.04%	238
2021 Q2	$702K	Buy	25,802 +7,091	+38%	+$177K	0.04%	235
2021 Q1	$398K	Buy	+18,711	New	+$392K	0.03%	288

Other funds holding GEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Empirical Wealth Management's GEN Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in Gen Digital (GEN) in Q2 2026: 9,186 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in GEN as recently as Q4 2025.

Empirical Wealth Management first reported a position in GEN in Q1 2021 and has held it in 7 quarters since. The position peaked at $721K in Q3 2021. 414 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Empirical Wealth Management held 9,186 shares of Gen Digital worth $229K as of Q2 2026.
Gen Digital was a new Empirical Wealth Management position in Q2 2026.
Gen Digital made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #973 holding.
Empirical Wealth Management first reported a position in Gen Digital in Q1 2021 and has held it in 7 quarters since.
Empirical Wealth Management's Gen Digital position peaked at $721K in Q3 2021.
414 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.