Lido Advisors
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Lido Advisors’s Gen Digital GEN Stock Holding History

Lido 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 		$408K Buy
+16,394
New +$366K ﹤0.01% 1589
2022
Q2 		– Sell
-14,509
Closed -$384K – 990
2022
Q1 		$384K Buy
+14,509
New +$399K ﹤0.01% 711

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

Lido Advisors's GEN Position: Q2 2026 in Review

Lido Advisors opened a new position in Gen Digital (GEN) in Q2 2026: 16,394 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #1589 among its holdings. This is a return to the name: Lido Advisors previously reported a position in GEN as recently as Q1 2022.

Lido Advisors first reported a position in GEN in Q1 2022 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Lido Advisors held 16,394 shares of Gen Digital worth $408K as of Q2 2026.
  • Gen Digital was a new Lido Advisors position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1589 holding.
  • Lido Advisors first reported a position in Gen Digital in Q1 2022 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.