JFS Wealth Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20K | Buy |
805
+33
| +4% | +$737 | ﹤0.01% | 769 |
|
|
2026
Q1 | $14.5K | Sell |
772
-32
| -4% | -$741 | ﹤0.01% | 826 |
|
|
2025
Q4 | $21.9K | Buy |
804
+176
| +28% | +$4.74K | ﹤0.01% | 727 |
|
|
2025
Q3 | $17.8K | Hold |
628
| – | – | ﹤0.01% | 720 |
|
|
2025
Q2 | $18.5K | Sell |
628
-136
| -18% | -$3.72K | ﹤0.01% | 673 |
|
|
2025
Q1 | $20.3K | Buy |
764
+22
| +3% | +$603 | ﹤0.01% | 659 |
|
|
2024
Q4 | $20.3K | Buy |
742
+32
| +5% | +$920 | ﹤0.01% | 643 |
|
|
2024
Q3 | $19.5K | Sell |
710
-597
| -46% | -$15.3K | ﹤0.01% | 649 |
|
|
2024
Q2 | $32.6K | Buy |
1,307
+86
| +7% | +$1.97K | ﹤0.01% | 496 |
|
|
2024
Q1 | $27.4K | Hold |
1,221
| – | – | ﹤0.01% | 557 |
|
|
2023
Q4 | $27.9K | Buy |
1,221
+7
| +0.6% | +$139 | ﹤0.01% | 516 |
|
|
2023
Q3 | $21.5K | Buy |
1,214
+56
| +5% | +$1.09K | ﹤0.01% | 530 |
|
|
2023
Q2 | $21.5K | Buy |
1,158
+198
| +21% | +$3.46K | ﹤0.01% | 532 |
|
|
2023
Q1 | $16.5K | Sell |
960
-282
| -23% | -$5.66K | ﹤0.01% | 578 |
|
|
2022
Q4 | $26.6K | Hold |
1,242
| – | – | ﹤0.01% | 475 |
|
|
2022
Q3 | $25K | Sell |
1,242
-124
| -9% | -$2.87K | ﹤0.01% | 517 |
|
|
2022
Q2 | $30K | Buy |
1,366
+149
| +12% | +$3.66K | ﹤0.01% | 501 |
|
|
2022
Q1 | $32K | Buy |
1,217
+172
| +16% | +$4.73K | ﹤0.01% | 509 |
|
|
2021
Q4 | $27K | Buy |
1,045
+95
| +10% | +$2.4K | ﹤0.01% | 517 |
|
|
2021
Q3 | $24K | Buy |
950
+300
| +46% | +$7.81K | ﹤0.01% | 515 |
|
|
2021
Q2 | $18K | Hold |
650
| – | – | ﹤0.01% | 379 |
|
|
2021
Q1 | $14K | Hold |
650
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $14K | Hold |
650
| – | – | ﹤0.01% | 379 |
|
|
2020
Q3 | $14K | Hold |
650
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $13K | Hold |
650
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $12K | Hold |
650
| – | – | ﹤0.01% | 334 |
|
|
2019
Q4 | $17K | Hold |
650
| – | – | ﹤0.01% | 324 |
|
|
2019
Q3 | $15K | Hold |
650
| – | – | ﹤0.01% | 328 |
|
|
2019
Q2 | $14K | Hold |
650
| – | – | ﹤0.01% | 339 |
|
|
2019
Q1 | $15K | Hold |
650
| – | – | ﹤0.01% | 322 |
|
|
2018
Q4 | $12K | Hold |
650
| – | – | ﹤0.01% | 332 |
|
|
2018
Q3 | $14K | Hold |
650
| – | – | ﹤0.01% | 362 |
|
|
2018
Q2 | $13K | Hold |
650
| – | – | ﹤0.01% | 346 |
|
|
2018
Q1 | $17K | Hold |
650
| – | – | ﹤0.01% | 328 |
|
|
2017
Q4 | $18K | Hold |
650
| – | – | ﹤0.01% | 340 |
|
|
2017
Q3 | $21K | Hold |
650
| – | – | 0.01% | 313 |
|
|
2017
Q2 | $18K | Hold |
650
| – | – | ﹤0.01% | 310 |
|
|
2017
Q1 | $16K | Hold |
650
| – | – | ﹤0.01% | 325 |
|
|
2016
Q4 | $16K | Hold |
650
| – | – | ﹤0.01% | 325 |
|
|
2016
Q3 | $16K | Buy |
+650
| New | +$14.8K | ﹤0.01% | 350 |
|
Other funds holding GEN
JFS Wealth Advisors's GEN Position: Q2 2026 in Review
JFS Wealth Advisors increased its Gen Digital (GEN) stake by 4.3% in Q2 2026, buying an estimated $737 and bringing the position to 805 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #769.
JFS Wealth Advisors first reported a position in GEN in Q3 2016 and has held it in 40 quarters since. The position peaked at $32.6K in Q2 2024. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.
- JFS Wealth Advisors held 805 shares of Gen Digital worth $20K as of Q2 2026.
- JFS Wealth Advisors bought 33 Gen Digital shares in Q2 2026, an estimated $737.
- Gen Digital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #769 holding.
- JFS Wealth Advisors first reported a position in Gen Digital in Q3 2016 and has held it in 40 quarters since.
- JFS Wealth Advisors's Gen Digital position peaked at $32.6K in Q2 2024.
- 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.