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Farther Finance Advisors’s Gen Digital GEN Stock Holding History

Farther Finance 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
Q3 		$295K Buy
13,415
+1,496
+13% +$41.5K ﹤0.01% 1997
2026
Q2 		$297K Buy
11,919
+3,367
+39% +$75.2K ﹤0.01% 1957
2026
Q1 		$160K Buy
8,552
+4,357
+104% +$101K ﹤0.01% 2180
2025
Q4 		$114K Buy
4,195
+943
+29% +$25.4K ﹤0.01% 2260
2025
Q3 		$92.3K Buy
3,252
+103
+3% +$3.08K ﹤0.01% 2078
2025
Q2 		$92.6K Sell
3,149
-1,786
-36% -$48.8K ﹤0.01% 1794
2025
Q1 		$132K Sell
4,935
-964
-16% -$26.4K ﹤0.01% 1410
2024
Q4 		$162K Buy
5,899
+173
+3% +$4.97K 0.01% 1086
2024
Q3 		$157K Buy
5,726
+5,224
+1,041% +$134K 0.01% 1099
2024
Q2 		$12.5K Buy
502
+125
+33% +$2.86K ﹤0.01% 1988
2024
Q1 		$8.41K Buy
377
+59
+19% +$1.31K ﹤0.01% 1832
2023
Q4 		$7.25K Buy
318
+39
+14% +$772 ﹤0.01% 1772
2023
Q3 		$4.93K Buy
279
+105
+60% +$2.05K ﹤0.01% 1522
2023
Q2 		$3.23K Sell
174
-63
-27% -$1.1K ﹤0.01% 1587
2023
Q1 		$4.07K Sell
237
-177
-43% -$3.55K ﹤0.01% 1401
2022
Q4 		$8.87K Buy
+414
New +$9.14K ﹤0.01% 983

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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 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

Farther Finance Advisors's GEN Position: Q3 2026 in Review

Farther Finance Advisors increased its Gen Digital (GEN) stake by 13% in Q3 2026, buying an estimated $41.5K and bringing the position to 13,415 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Farther Finance Advisors first reported a position in GEN in Q4 2022 and has held it in 16 quarters since. The position peaked at $297K in Q2 2026. 22 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Farther Finance Advisors held 13,415 shares of Gen Digital worth $295K as of Q3 2026.
  • Farther Finance Advisors bought 1,496 Gen Digital shares in Q3 2026, an estimated $41.5K.
  • Gen Digital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1997 holding.
  • Farther Finance Advisors first reported a position in Gen Digital in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Gen Digital position peaked at $297K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.