LA
GEN icon

Lifeworks Advisors’s Gen Digital GEN Stock Holding History

Lifeworks 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 		$5.63M Sell
226,105
-8,228
-4% -$184K 0.59% 57
2026
Q1 		$4.41M Buy
234,333
+32,891
+16% +$761K 0.57% 60
2025
Q4 		$5.48M Sell
201,442
-581
-0.3% -$15.6K 0.71% 43
2025
Q3 		$5.74M Sell
202,023
-11,321
-5% -$339K 0.76% 37
2025
Q2 		$6.27M Buy
+213,344
New +$5.83M 0.94% 30
2023
Q3 		– Sell
-13,841
Closed -$257K – 186
2023
Q2 		$257K Sell
13,841
-123,773
-90% -$2.17M 0.11% 138
2023
Q1 		$2.36M Buy
+137,614
New +$2.76M 1.12% 31

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

Lifeworks Advisors's GEN Position: Q2 2026 in Review

Lifeworks Advisors reduced its Gen Digital (GEN) stake by 3.5% in Q2 2026, selling an estimated $184K and leaving 226,105 shares worth $5.63M. The position accounts for 0.59% of the portfolio, ranked #57.

Lifeworks Advisors first reported a position in GEN in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.27M in Q2 2025. 686 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Lifeworks Advisors held 226,105 shares of Gen Digital worth $5.63M as of Q2 2026.
  • Lifeworks Advisors sold 8,228 Gen Digital shares in Q2 2026, an estimated $184K.
  • Gen Digital made up 0.59% of Lifeworks Advisors's portfolio in Q2 2026, its #57 holding.
  • Lifeworks Advisors first reported a position in Gen Digital in Q1 2023 and has held it in 7 quarters since.
  • Lifeworks Advisors's Gen Digital position peaked at $6.27M in Q2 2025.
  • 686 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.