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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
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

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

Farther Finance Advisors's GEN Position: Q2 2026 in Review

Farther Finance Advisors increased its Gen Digital (GEN) stake by 39% in Q2 2026, buying an estimated $75.2K and bringing the position to 11,919 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Farther Finance Advisors first reported a position in GEN in Q4 2022 and has held it in 15 quarters since. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Farther Finance Advisors held 11,919 shares of Gen Digital worth $297K as of Q2 2026.
  • Farther Finance Advisors bought 3,367 Gen Digital shares in Q2 2026, an estimated $75.2K.
  • Gen Digital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1957 holding.
  • Farther Finance Advisors first reported a position in Gen Digital in Q4 2022 and has held it in 15 quarters since.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.