Lido Advisors
GEN icon

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
Q3 		$362K Buy
16,437
+43
+0.3% +$1.19K ﹤0.01% 1631
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lido Advisors's GEN Position: Q3 2026 in Review

Lido Advisors increased its Gen Digital (GEN) stake by 0.26% in Q3 2026, buying an estimated $1.19K and bringing the position to 16,437 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Lido Advisors first reported a position in GEN in Q1 2022 and has held it in 3 quarters since. The position peaked at $408K in Q2 2026. 604 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Lido Advisors held 16,437 shares of Gen Digital worth $362K as of Q3 2026.
  • Lido Advisors bought 43 Gen Digital shares in Q3 2026, an estimated $1.19K.
  • Gen Digital made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1631 holding.
  • Lido Advisors first reported a position in Gen Digital in Q1 2022 and has held it in 3 quarters since.
  • Lido Advisors's Gen Digital position peaked at $408K in Q2 2026.
  • 604 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.