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Evelyn Partners Investment Management’s Gen Digital GEN Stock Holding History

Evelyn Partners Investment 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
Q1 		– Sell
-30
Closed -$816 – 417
2025
Q4 		$816 Hold
30
– – ﹤0.01% 399
2025
Q3 		$852 Hold
30
– – ﹤0.01% 395
2025
Q2 		$882 Hold
30
– – ﹤0.01% 396
2025
Q1 		$796 Hold
30
– – ﹤0.01% 404
2024
Q4 		$821 Buy
+30
New +$863 ﹤0.01% 401

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

Evelyn Partners Investment Management's GEN Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 30 shares — an estimated $816 sold.

Evelyn Partners Investment Management first reported a position in GEN in Q4 2024 and held it in 5 quarters. The position peaked at $882 in Q2 2025. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 30 Gen Digital shares in Q1 2026, an estimated $816.
  • Evelyn Partners Investment Management first reported a position in Gen Digital in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management's Gen Digital position peaked at $882 in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.