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Laird Norton Wetherby Trust Company’s Gen Digital GEN Stock Holding History

Laird Norton Wetherby Trust Company’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 		$439K Sell
17,635
-2,507
-12% -$56K 0.01% 759
2026
Q1 		$379K Sell
20,142
-3,139
-13% -$72.6K 0.01% 791
2025
Q4 		$633K Buy
+23,281
New +$627K 0.01% 634

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 $3.37T AUM 44.26% 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

Laird Norton Wetherby Trust Company's GEN Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Gen Digital (GEN) stake by 12% in Q2 2026, selling an estimated $56K and leaving 17,635 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #759.

Laird Norton Wetherby Trust Company first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $633K in Q4 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 17,635 shares of Gen Digital worth $439K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 2,507 Gen Digital shares in Q2 2026, an estimated $56K.
  • Gen Digital made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #759 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Gen Digital position peaked at $633K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.