Investors Research Corp’s Gen Digital GEN Stock Holding History

Investors Research Corp’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 Q3	$88.1K	Sell	4,000 -600	-13%	-$16.6K	0.02%	338
2026 Q2	$114K	Hold	4,600	–	–	0.02%	314
2026 Q1	$86.6K	Hold	4,600	–	–	0.02%	342
2025 Q4	$125K	Hold	4,600	–	–	0.02%	341
2025 Q3	$131K	Hold	4,600	–	–	0.02%	340
2025 Q2	$135K	Hold	4,600	–	–	0.03%	348
2025 Q1	$122K	Hold	4,600	–	–	0.03%	356
2024 Q4	$126K	Hold	4,600	–	–	0.03%	364
2024 Q3	$126K	Hold	4,600	–	–	0.03%	366
2024 Q2	$115K	Hold	4,600	–	–	0.03%	387
2024 Q1	$103K	Hold	4,600	–	–	0.02%	396
2023 Q4	$105K	Hold	4,600	–	–	0.03%	412
2023 Q3	$81.3K	Hold	4,600	–	–	0.02%	441
2023 Q2	$85.3K	Hold	4,600	–	–	0.02%	436
2023 Q1	$78.9K	Hold	4,600	–	–	0.02%	455
2022 Q4	$98.6K	Hold	4,600	–	–	0.03%	416
2022 Q3	$93K	Hold	4,600	–	–	0.03%	407
2022 Q2	$101K	Hold	4,600	–	–	0.03%	408
2022 Q1	$122K	Hold	4,600	–	–	0.03%	385
2021 Q4	$120K	Hold	4,600	–	–	0.04%	374
2021 Q3	$116K	Hold	4,600	–	–	0.04%	381
2021 Q2	$125K	Hold	4,600	–	–	0.04%	355
2021 Q1	$98K	Hold	4,600	–	–	0.04%	397
2020 Q4	$96K	Hold	4,600	–	–	0.04%	420
2020 Q3	$96K	Hold	4,600	–	–	0.05%	397
2020 Q2	$91K	Hold	4,600	–	–	0.05%	377
2020 Q1	$86K	Hold	4,600	–	–	0.05%	351
2019 Q4	$117K	Hold	4,600	–	–	0.05%	378
2019 Q3	$109K	Hold	4,600	–	–	0.06%	382
2019 Q2	$100K	Hold	4,600	–	–	0.05%	380
2019 Q1	$106K	Buy	+4,600	New	+$100K	0.06%	372

Other funds holding GEN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Investors Research Corp's GEN Position: Q3 2026 in Review

Investors Research Corp reduced its Gen Digital (GEN) stake by 13% in Q3 2026, selling an estimated $16.6K and leaving 4,000 shares worth $88.1K. The position accounts for 0.02% of the portfolio, ranked #338.

Investors Research Corp first reported a position in GEN in Q1 2019 and has held it in 31 quarters since. The position peaked at $135K in Q2 2025. 22 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

Investors Research Corp held 4,000 shares of Gen Digital worth $88.1K as of Q3 2026.
Investors Research Corp sold 600 Gen Digital shares in Q3 2026, an estimated $16.6K.
Gen Digital made up 0.02% of Investors Research Corp's portfolio in Q3 2026, its #338 holding.
Investors Research Corp first reported a position in Gen Digital in Q1 2019 and has held it in 31 quarters since.
Investors Research Corp's Gen Digital position peaked at $135K in Q2 2025.
22 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.