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J. Team Financial’s Gen Digital GEN Stock Holding History

J. Team Financial’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 		$222K Buy
+8,925
New +$199K 0.22% 95
2026
Q1 		– Sell
-10,280
Closed -$280K – 90
2025
Q4 		$280K Sell
10,280
-31
-0.3% -$834 0.28% 74
2025
Q3 		$293K Buy
+10,311
New +$308K 0.3% 69

Other funds holding GEN

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

J. Team Financial's GEN Position: Q2 2026 in Review

J. Team Financial opened a new position in Gen Digital (GEN) in Q2 2026: 8,925 shares worth $222K. The stake represents 0.22% of the portfolio and ranks #95 among its holdings. This is a return to the name: J. Team Financial previously reported a position in GEN as recently as Q4 2025.

J. Team Financial first reported a position in GEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $293K in Q3 2025. 315 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • J. Team Financial held 8,925 shares of Gen Digital worth $222K as of Q2 2026.
  • Gen Digital was a new J. Team Financial position in Q2 2026.
  • Gen Digital made up 0.22% of J. Team Financial's portfolio in Q2 2026, its #95 holding.
  • J. Team Financial first reported a position in Gen Digital in Q3 2025 and has held it in 3 quarters since.
  • J. Team Financial's Gen Digital position peaked at $293K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.