EWA
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EverSource Wealth Advisors’s Gen Digital GEN Stock Holding History

EverSource Wealth Advisors’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 		$31.1K Sell
1,249
-2,127
-63% -$47.5K ﹤0.01% 2120
2026
Q1 		$63.6K Buy
3,376
+427
+14% +$9.88K ﹤0.01% 1727
2025
Q4 		$80.2K Buy
2,949
+439
+17% +$11.8K ﹤0.01% 1437
2025
Q3 		$71.2K Buy
2,510
+69
+3% +$2.06K ﹤0.01% 1457
2025
Q2 		$71.8K Buy
2,441
+14
+0.6% +$383 ﹤0.01% 1387
2025
Q1 		$64.4K Buy
2,427
+1,004
+71% +$27.5K ﹤0.01% 1115
2024
Q4 		$39K Buy
1,423
+651
+84% +$18.7K ﹤0.01% 1298
2024
Q3 		$21.2K Buy
772
+145
+23% +$3.72K ﹤0.01% 1460
2024
Q2 		$16.3K Buy
627
+157
+33% +$3.59K ﹤0.01% 1604
2024
Q1 		$9.46K Buy
470
+193
+70% +$4.28K ﹤0.01% 1718
2023
Q4 		$6.32K Sell
277
-82
-23% -$1.62K ﹤0.01% 1762
2023
Q3 		$6.35K Buy
359
+8
+2% +$156 ﹤0.01% 1599
2023
Q2 		$6.51K Sell
351
-26
-7% -$455 ﹤0.01% 1620
2023
Q1 		$6.47K Buy
377
+171
+83% +$3.43K ﹤0.01% 1552
2022
Q4 		$4.42K Buy
206
+69
+50% +$1.52K ﹤0.01% 1654
2022
Q3 		$3K Buy
137
+64
+88% +$1.48K ﹤0.01% 1534
2022
Q2 		$2K Sell
73
-32
-30% -$787 ﹤0.01% 1506
2022
Q1 		$3K Buy
105
+66
+169% +$1.81K ﹤0.01% 1416
2021
Q4 		$1K Buy
+39
New +$987 ﹤0.01% 1698

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EverSource Wealth Advisors's GEN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Gen Digital (GEN) stake by 63% in Q2 2026, selling an estimated $47.5K and leaving 1,249 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

EverSource Wealth Advisors first reported a position in GEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $80.2K in Q4 2025. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • EverSource Wealth Advisors held 1,249 shares of Gen Digital worth $31.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,127 Gen Digital shares in Q2 2026, an estimated $47.5K.
  • Gen Digital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2120 holding.
  • EverSource Wealth Advisors first reported a position in Gen Digital in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Gen Digital position peaked at $80.2K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.