IFP Advisors
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IFP Advisors’s Gen Digital Inc Contingent Value Rights GENVR Stock Holding History

IFP Advisors’s Portfolio GENVR Stock Details GENVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2 Hold
2
– – ﹤0.01% 5216
2026
Q2 		$3 Hold
2
– – ﹤0.01% 5115
2026
Q1 		$1 Hold
2
– – ﹤0.01% 5014
2025
Q4 		$9 Hold
2
– – ﹤0.01% 4846
2025
Q3 		$15 Hold
2
– – ﹤0.01% 4770
2025
Q2 		$16 Buy
+2
New +$14 ﹤0.01% 4860

Other funds holding GENVR

Summit Securities Group
Summit Securities Group New York $1.06B AUM 29.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
United Community Bank
United Community Bank Greenville, South Carolina $336M AUM 15.86% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's GENVR Position: Q3 2026 in Review

IFP Advisors held its Gen Digital Inc Contingent Value Rights (GENVR) position steady in Q3 2026 at 2 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #5216.

IFP Advisors first reported a position in GENVR in Q2 2025 and has held it in 6 quarters since. The position peaked at $16 in Q2 2025. 12 funds tracked by Wall St. Rank hold GENVR as of Q3 2026.

  • IFP Advisors held 2 shares of Gen Digital Inc Contingent Value Rights worth $2 as of Q3 2026.
  • IFP Advisors left its Gen Digital Inc Contingent Value Rights share count unchanged in Q3 2026.
  • Gen Digital Inc Contingent Value Rights made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5216 holding.
  • IFP Advisors first reported a position in Gen Digital Inc Contingent Value Rights in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Gen Digital Inc Contingent Value Rights position peaked at $16 in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Gen Digital Inc Contingent Value Rights as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.