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Jackson Creek Investment Advisors’s Gen Digital GEN Stock Holding History

Jackson Creek Investment Advisors’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
Q1 		$1.03M Sell
54,813
-1,818
-3% -$42.1K 0.3% 162
2025
Q4 		$1.54M Sell
56,631
-7,116
-11% -$192K 0.46% 103
2025
Q3 		$1.81M Buy
63,747
+103
+0.2% +$3.08K 0.52% 71
2025
Q2 		$1.87M Buy
+63,644
New +$1.74M 0.5% 55
2020
Q4 		– Sell
-21,496
Closed -$448K – 325
2020
Q3 		$448K Buy
+21,496
New +$465K 0.2% 237

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Creek Investment Advisors's GEN Position: Q1 2026 in Review

Jackson Creek Investment Advisors reduced its Gen Digital (GEN) stake by 3.2% in Q1 2026, selling an estimated $42.1K and leaving 54,813 shares worth $1.03M. The position accounts for 0.3% of the portfolio, ranked #162.

Jackson Creek Investment Advisors first reported a position in GEN in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.87M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Jackson Creek Investment Advisors held 54,813 shares of Gen Digital worth $1.03M as of Q1 2026.
  • Jackson Creek Investment Advisors sold 1,818 Gen Digital shares in Q1 2026, an estimated $42.1K.
  • Gen Digital made up 0.3% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • Jackson Creek Investment Advisors first reported a position in Gen Digital in Q3 2020 and has held it in 5 quarters since.
  • Jackson Creek Investment Advisors's Gen Digital position peaked at $1.87M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.