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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
Q2 		– Sell
-54,813
Closed -$1.03M – 364
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Jackson Creek Investment Advisors's GEN Position: Q2 2026 in Review

Jackson Creek Investment Advisors sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 54,813 shares — an estimated $1.03M sold.

Jackson Creek Investment Advisors first reported a position in GEN in Q3 2020 and held it in 5 quarters. The position peaked at $1.87M in Q2 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Jackson Creek Investment Advisors reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 54,813 Gen Digital shares in Q2 2026, an estimated $1.03M.
  • Jackson Creek Investment Advisors first reported a position in Gen Digital in Q3 2020 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Gen Digital position peaked at $1.87M in Q2 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.