IFP Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $586K | Sell |
23,527
-1,395
| -6% | -$31.2K | 0.01% | 971 |
|
|
2026
Q1 | $469K | Buy |
24,922
+20,606
| +477% | +$477K | 0.01% | 995 |
|
|
2025
Q4 | $117K | Sell |
4,316
-76
| -2% | -$2.04K | ﹤0.01% | 1695 |
|
|
2025
Q3 | $125K | Sell |
4,392
-2,925
| -40% | -$87.5K | ﹤0.01% | 1544 |
|
|
2025
Q2 | $330K | Sell |
7,317
-2,555
| -26% | -$69.8K | 0.01% | 1021 |
|
|
2025
Q1 | $262K | Buy |
9,872
+9,214
| +1,400% | +$252K | 0.01% | 1049 |
|
|
2024
Q4 | $18K | Buy |
658
+293
| +80% | +$8.42K | ﹤0.01% | 2297 |
|
|
2024
Q3 | $10K | Buy |
365
+161
| +79% | +$4.13K | ﹤0.01% | 2426 |
|
|
2024
Q2 | $5.1K | Buy |
204
+51
| +33% | +$1.17K | ﹤0.01% | 2551 |
|
|
2024
Q1 | $3.43K | Buy |
153
+16
| +12% | +$355 | ﹤0.01% | 2559 |
|
|
2023
Q4 | $3.13K | Buy |
137
+18
| +15% | +$357 | ﹤0.01% | 2557 |
|
|
2023
Q3 | $2.1K | Sell |
119
-32
| -21% | -$624 | ﹤0.01% | 2825 |
|
|
2023
Q2 | $2.8K | Sell |
151
-91
| -38% | -$1.59K | ﹤0.01% | 2760 |
|
|
2023
Q1 | $5.86K | Sell |
242
-1,536
| -86% | -$30.8K | ﹤0.01% | 2504 |
|
|
2022
Q4 | $73K | Sell |
1,778
-1,813
| -50% | -$40K | ﹤0.01% | 1964 |
|
|
2022
Q3 | $126K | Sell |
3,591
-2,386
| -40% | -$55.2K | ﹤0.01% | 1700 |
|
|
2022
Q2 | $164K | Hold |
5,977
| – | – | 0.01% | 1396 |
|
|
2022
Q1 | $164K | Buy |
5,977
+5,622
| +1,584% | +$155K | 0.01% | 1396 |
|
|
2021
Q4 | $10K | Hold |
355
| – | – | ﹤0.01% | 2217 |
|
|
2021
Q3 | $10K | Hold |
355
| – | – | ﹤0.01% | 2268 |
|
|
2021
Q2 | $10K | Hold |
355
| – | – | ﹤0.01% | 2204 |
|
|
2021
Q1 | $7K | Sell |
355
-2,585
| -88% | -$54.2K | ﹤0.01% | 2279 |
|
|
2020
Q4 | $64K | Buy |
2,940
+744
| +34% | +$15K | ﹤0.01% | 1335 |
|
|
2020
Q3 | $44K | Buy |
2,196
+755
| +52% | +$16.3K | ﹤0.01% | 1334 |
|
|
2020
Q2 | $28K | Sell |
1,441
-337
| -19% | -$6.86K | ﹤0.01% | 1447 |
|
|
2020
Q1 | $33K | Buy |
1,778
+1,418
| +394% | +$30.7K | ﹤0.01% | 1293 |
|
|
2019
Q4 | $9K | Sell |
360
-55
| -13% | -$1.34K | ﹤0.01% | 1964 |
|
|
2019
Q3 | $9K | Buy |
+415
| New | +$9.68K | ﹤0.01% | 2124 |
|
|
2019
Q1 | – | Sell |
-2,035
| Closed | -$38K | – | 2746 |
|
|
2018
Q4 | $38K | Sell |
2,035
-79
| -4% | -$1.63K | ﹤0.01% | 1762 |
|
|
2018
Q3 | $45K | Buy |
2,114
+302
| +17% | +$6.15K | ﹤0.01% | 1952 |
|
|
2018
Q2 | $37K | Sell |
1,812
-444
| -20% | -$10.7K | ﹤0.01% | 2090 |
|
|
2018
Q1 | $63K | Hold |
2,256
| – | – | ﹤0.01% | 1673 |
|
|
2017
Q4 | $63K | Sell |
2,256
-3,658
| -62% | -$109K | ﹤0.01% | 1690 |
|
|
2017
Q3 | $194K | Sell |
5,914
-61
| -1% | -$1.86K | 0.01% | 1163 |
|
|
2017
Q2 | $169K | Sell |
5,975
-308
| -5% | -$9.32K | 0.01% | 1222 |
|
|
2017
Q1 | $193K | Buy |
6,283
+19
| +0.3% | +$539 | 0.01% | 1131 |
|
|
2016
Q4 | $150K | Buy |
6,264
+785
| +14% | +$19.3K | 0.01% | 1201 |
|
|
2016
Q3 | $138K | Buy |
5,479
+756
| +16% | +$17.2K | 0.01% | 1181 |
|
|
2016
Q2 | $97K | Buy |
+4,723
| New | +$85K | 0.01% | 1354 |
|
|
2016
Q1 | – | Sell |
-580
| Closed | -$12K | – | 2768 |
|
|
2015
Q4 | $12K | Buy |
+580
| New | +$11.8K | ﹤0.01% | 2475 |
|
Other funds holding GEN
IFP Advisors's GEN Position: Q2 2026 in Review
IFP Advisors reduced its Gen Digital (GEN) stake by 5.6% in Q2 2026, selling an estimated $31.2K and leaving 23,527 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #971.
IFP Advisors first reported a position in GEN in Q4 2015 and has held it in 40 quarters since. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.
- IFP Advisors held 23,527 shares of Gen Digital worth $586K as of Q2 2026.
- IFP Advisors sold 1,395 Gen Digital shares in Q2 2026, an estimated $31.2K.
- Gen Digital made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #971 holding.
- IFP Advisors first reported a position in Gen Digital in Q4 2015 and has held it in 40 quarters since.
- 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.