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Key Financial Inc’s Gen Digital GEN Stock Holding History

Key Financial Inc’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 		– Sell
-34
Closed -$924 – 1423
2025
Q4 		$924 Hold
34
– – ﹤0.01% 1268
2025
Q3 		$956 Buy
+34
New +$1.02K ﹤0.01% 1275
2023
Q1 		– Sell
-991
Closed -$20K – 1180
2022
Q4 		$20K Hold
991
– – 0.01% 495
2022
Q3 		$20K Hold
991
– – 0.01% 499
2022
Q2 		$22K Hold
991
– – 0.01% 487
2022
Q1 		$26K Hold
991
– – 0.01% 455
2021
Q4 		$26K Hold
991
– – 0.01% 443
2021
Q3 		$25K Hold
991
– – 0.01% 430
2021
Q2 		$25K Hold
991
– – 0.01% 438
2021
Q1 		$21K Hold
991
– – 0.01% 391
2020
Q4 		$21K Buy
+991
New +$20K 0.02% 369
2020
Q2 		– Sell
-991
Closed -$19K – 302
2020
Q1 		$19K Buy
+991
New +$21.4K 0.02% 330

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

Key Financial Inc's GEN Position: Q1 2026 in Review

Key Financial Inc sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 34 shares — an estimated $924 sold.

Key Financial Inc first reported a position in GEN in Q1 2020 and held it in 12 quarters. The position peaked at $26K in Q1 2022. 670 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Key Financial Inc reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 34 Gen Digital shares in Q1 2026, an estimated $924.
  • Key Financial Inc first reported a position in Gen Digital in Q1 2020 and held it in 12 quarters.
  • Key Financial Inc's Gen Digital position peaked at $26K in Q1 2022.
  • 670 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.