Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Gen Digital GEN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-395,693
Closed -$11.2M – 790
2025
Q3 		$11.2M Buy
395,693
+16,686
+4% +$499K 0.04% 307
2025
Q2 		$11.1M Buy
379,007
+1,543
+0.4% +$42.2K 0.05% 286
2025
Q1 		$10M Sell
377,464
-189
-0.1% -$5.18K 0.05% 266
2024
Q4 		$10.3M Sell
377,653
-873
-0.2% -$25.1K 0.05% 258
2024
Q3 		$10.3M Buy
378,526
+35,920
+10% +$922K 0.07% 220
2024
Q2 		$8.56M Buy
342,606
+954
+0.3% +$21.8K 0.07% 199
2024
Q1 		$7.65M Buy
341,652
+173,645
+103% +$3.85M 0.1% 149
2023
Q4 		$3.83M Sell
168,007
-7,052
-4% -$140K 0.06% 185
2023
Q3 		$3.1M Sell
175,059
-13,779
-7% -$269K 0.06% 192
2023
Q2 		$3.5M Sell
188,838
-8,230
-4% -$144K 0.05% 196
2023
Q1 		$3.38M Buy
197,068
+1,579
+0.8% +$31.7K 0.06% 196
2022
Q4 		$4.19M Sell
195,489
-1,667
-0.8% -$36.8K 0.08% 178
2022
Q3 		$3.97M Sell
197,156
-483
-0.2% -$11.2K 0.09% 169
2022
Q2 		$4.34M Sell
197,639
-9,153
-4% -$225K 0.1% 168
2022
Q1 		$5.48M Sell
206,792
-90,046
-30% -$2.48M 0.1% 147
2021
Q4 		$6.17M Buy
296,838
+7,295
+3% +$185K 0.15% 104
2021
Q3 		$7.33M Sell
289,543
-3,751
-1% -$97.6K 0.15% 100
2021
Q2 		$7.98M Buy
293,294
+3,921
+1% +$97.6K 0.16% 100
2021
Q1 		$6.15M Sell
289,373
-7,464
-3% -$156K 0.14% 108
2020
Q4 		$6.17M Buy
296,837
+16,905
+6% +$341K 0.15% 101
2020
Q3 		$5.83M Sell
279,932
-3,340
-1% -$72.3K 0.16% 98
2020
Q2 		$5.62M Sell
283,272
-13,057
-4% -$266K 0.17% 94
2020
Q1 		$5.54M Sell
296,329
-6,285
-2% -$136K 0.2% 84
2019
Q4 		$7.72M Buy
302,614
+1,083
+0.4% +$26.5K 0.22% 74
2019
Q3 		$7.13M Sell
301,531
-11,624
-4% -$271K 0.23% 77
2019
Q2 		$6.81M Buy
313,155
+79,437
+34% +$1.71M 0.22% 74
2019
Q1 		$5.37M Sell
233,718
-3,789
-2% -$82.5K 0.17% 91
2018
Q4 		$4.49M Buy
+237,507
New +$4.91M 0.18% 91

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kovitz Investment Group Partners's GEN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 395,693 shares — an estimated $11.2M sold.

Kovitz Investment Group Partners first reported a position in GEN in Q4 2018 and held it in 28 quarters. The position peaked at $11.2M in Q3 2025. 688 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 395,693 Gen Digital shares in Q4 2025, an estimated $11.2M.
  • Kovitz Investment Group Partners first reported a position in Gen Digital in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Gen Digital position peaked at $11.2M in Q3 2025.
  • 688 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.