HighTower Advisors’s Gen Digital GEN Stock Holding History

HighTower 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
2019 Q1	–	Sell	-25,000	Closed	-$23K	–	2341
2018 Q4	$23K	Hold	25,000	–	–	﹤0.01%	2079
2018 Q3	$23K	Buy	+25,000	New	+$509K	﹤0.01%	2162
2018 Q1	–	Sell	-7,000	Closed	-$1K	–	2245
2017 Q4	$1K	Buy	+7,000	New	+$209K	﹤0.01%	2252
2016 Q3	–	Sell	-7,000	Closed	-$7K	–	1900
2016 Q2	$7K	Buy	+7,000	New	+$126K	﹤0.01%	1725

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors's GEN Position: Q1 2026 in Review

HighTower Advisors increased its Gen Digital (GEN) stake by 63% in Q1 2026, buying an estimated $250K and bringing the position to 28,071 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

HighTower Advisors first reported a position in GEN in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.96M in Q3 2014. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

HighTower Advisors held 28,071 shares of Gen Digital worth $529K as of Q1 2026.
HighTower Advisors bought 10,820 Gen Digital shares in Q1 2026, an estimated $250K.
Gen Digital made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2669 holding.
HighTower Advisors first reported a position in Gen Digital in Q2 2013 and has held it in 49 quarters since.
HighTower Advisors's Gen Digital position peaked at $1.96M in Q3 2014.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.