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Everhart Financial Group’s Gen Digital GEN Stock Holding History

Everhart Financial Group’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 		$472K Buy
18,972
+4,486
+31% +$100K 0.03% 288
2026
Q1 		$273K Sell
14,486
-2,238
-13% -$51.8K 0.02% 376
2025
Q4 		$455K Sell
16,724
-340
-2% -$9.15K 0.04% 272
2025
Q3 		$484K Buy
17,064
+1,437
+9% +$43K 0.05% 253
2025
Q2 		$459K Buy
15,627
+820
+6% +$22.4K 0.05% 234
2025
Q1 		$393K Buy
14,807
+985
+7% +$27K 0.05% 241
2024
Q4 		$378K Buy
13,822
+950
+7% +$27.3K 0.08% 229
2024
Q3 		$353K Buy
12,872
+2,544
+25% +$65.3K 0.08% 238
2024
Q2 		$258K Buy
+10,328
New +$236K 0.07% 245

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Everhart Financial Group's GEN Position: Q2 2026 in Review

Everhart Financial Group increased its Gen Digital (GEN) stake by 31% in Q2 2026, buying an estimated $100K and bringing the position to 18,972 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #288.

Everhart Financial Group first reported a position in GEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $484K in Q3 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Everhart Financial Group held 18,972 shares of Gen Digital worth $472K as of Q2 2026.
  • Everhart Financial Group bought 4,486 Gen Digital shares in Q2 2026, an estimated $100K.
  • Gen Digital made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #288 holding.
  • Everhart Financial Group first reported a position in Gen Digital in Q2 2024 and has held it in 9 quarters since.
  • Everhart Financial Group's Gen Digital position peaked at $484K in Q3 2025.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.