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Hixon Zuercher’s Gen Digital GEN Stock Holding History

Hixon Zuercher’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 		$2.94M Sell
118,159
-8,934
-7% -$200K 0.86% 37
2026
Q1 		$2.39M Buy
127,093
+42,153
+50% +$976K 0.75% 51
2025
Q4 		$2.31M Sell
84,940
-32,639
-28% -$878K 0.7% 49
2025
Q3 		$3.34M Buy
+117,579
New +$3.52M 1.02% 36

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

Hixon Zuercher's GEN Position: Q2 2026 in Review

Hixon Zuercher reduced its Gen Digital (GEN) stake by 7% in Q2 2026, selling an estimated $200K and leaving 118,159 shares worth $2.94M. The position accounts for 0.86% of the portfolio, ranked #37.

Hixon Zuercher first reported a position in GEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.34M in Q3 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Hixon Zuercher held 118,159 shares of Gen Digital worth $2.94M as of Q2 2026.
  • Hixon Zuercher sold 8,934 Gen Digital shares in Q2 2026, an estimated $200K.
  • Gen Digital made up 0.86% of Hixon Zuercher's portfolio in Q2 2026, its #37 holding.
  • Hixon Zuercher first reported a position in Gen Digital in Q3 2025 and has held it in 4 quarters since.
  • Hixon Zuercher's Gen Digital position peaked at $3.34M in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.