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HHM Wealth Advisors’s Gen Digital GEN Stock Holding History

HHM 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
Q1 		– Sell
-2,780
Closed -$75.6K – 898
2025
Q4 		$75.6K Hold
2,780
– – 0.01% 302
2025
Q3 		$78.9K Hold
2,780
– – 0.01% 307
2025
Q2 		$81.7K Hold
2,780
– – 0.01% 302
2025
Q1 		$73.8K Sell
2,780
-28
-1% -$767 0.01% 305
2024
Q4 		$76.9K Buy
2,808
+28
+1% +$805 0.01% 294
2024
Q3 		$76.3K Hold
2,780
– – 0.01% 282
2024
Q2 		$69.4K Hold
2,780
– – 0.01% 295
2024
Q1 		$62.3K Hold
2,780
– – 0.01% 271
2023
Q4 		$63.4K Hold
2,780
– – 0.01% 265
2023
Q3 		$49.2K Hold
2,780
– – 0.01% 272
2023
Q2 		$51.6K Buy
+2,780
New +$48.6K 0.01% 276
2020
Q4 		– Sell
-350
Closed -$7K – 545
2020
Q3 		$7K Buy
+350
New +$7.58K ﹤0.01% 413

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's GEN Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 2,780 shares — an estimated $75.6K sold.

HHM Wealth Advisors first reported a position in GEN in Q3 2020 and held it in 12 quarters. The position peaked at $81.7K in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,780 Gen Digital shares in Q1 2026, an estimated $75.6K.
  • HHM Wealth Advisors first reported a position in Gen Digital in Q3 2020 and held it in 12 quarters.
  • HHM Wealth Advisors's Gen Digital position peaked at $81.7K in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.