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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
Q3 		$389K Sell
17,660
-1,312
-7% -$36.4K 0.02% 327
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

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
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Everhart Financial Group's GEN Position: Q3 2026 in Review

Everhart Financial Group reduced its Gen Digital (GEN) stake by 6.9% in Q3 2026, selling an estimated $36.4K and leaving 17,660 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #327.

Everhart Financial Group first reported a position in GEN in Q2 2024 and has held it in 10 quarters since. The position peaked at $484K in Q3 2025. 22 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Everhart Financial Group held 17,660 shares of Gen Digital worth $389K as of Q3 2026.
  • Everhart Financial Group sold 1,312 Gen Digital shares in Q3 2026, an estimated $36.4K.
  • Gen Digital made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #327 holding.
  • Everhart Financial Group first reported a position in Gen Digital in Q2 2024 and has held it in 10 quarters since.
  • Everhart Financial Group's Gen Digital position peaked at $484K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.