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Innovative Asset Advisors Group’s Gen Digital GEN Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-3,617
Closed -$68.1K – 575
2026
Q1 		$68.1K Buy
+3,617
New +$83.7K 0.04% 263

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Innovative Asset Advisors Group's GEN Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 3,617 shares — an estimated $68.1K sold.

Innovative Asset Advisors Group first reported a position in GEN in Q1 2026 and held it in 1 quarter. The position peaked at $68.1K in Q1 2026. 639 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 3,617 Gen Digital shares in Q2 2026, an estimated $68.1K.
  • Innovative Asset Advisors Group first reported a position in Gen Digital in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Gen Digital position peaked at $68.1K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.