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Gateway Wealth Partners’s Gen Digital GEN Stock Holding History

Gateway Wealth Partners’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 		– Sell
-17,717
Closed -$334K – 825
2026
Q1 		$334K Buy
17,717
+9,287
+110% +$215K 0.01% 718
2025
Q4 		$229K Buy
8,430
+1,000
+13% +$26.9K 0.03% 423
2025
Q3 		$211K Hold
7,430
– – 0.03% 388
2025
Q2 		$218K Buy
+7,430
New +$203K 0.04% 329
2025
Q1 		– Sell
-7,430
Closed -$203K – 321
2024
Q4 		$203K Sell
7,430
-750
-9% -$21.6K 0.05% 281
2024
Q3 		$224K Buy
+8,180
New +$210K 0.06% 256

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

Gateway Wealth Partners's GEN Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 17,717 shares — an estimated $334K sold.

Gateway Wealth Partners first reported a position in GEN in Q3 2024 and held it in 6 quarters. The position peaked at $334K in Q1 2026. 682 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 17,717 Gen Digital shares in Q2 2026, an estimated $334K.
  • Gateway Wealth Partners first reported a position in Gen Digital in Q3 2024 and held it in 6 quarters.
  • Gateway Wealth Partners's Gen Digital position peaked at $334K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.