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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lifeworks Advisors's GEN Position: Q1 2026 in Review

Lifeworks Advisors increased its Gen Digital (GEN) stake by 16% in Q1 2026, buying an estimated $761K and bringing the position to 234,333 shares worth $4.41M. The position accounts for 0.57% of the portfolio, ranked #60.

Lifeworks Advisors first reported a position in GEN in Q1 2023 and has held it in 6 quarters since. The position peaked at $6.27M in Q2 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Lifeworks Advisors held 234,333 shares of Gen Digital worth $4.41M as of Q1 2026.
  • Lifeworks Advisors bought 32,891 Gen Digital shares in Q1 2026, an estimated $761K.
  • Gen Digital made up 0.57% of Lifeworks Advisors's portfolio in Q1 2026, its #60 holding.
  • Lifeworks Advisors first reported a position in Gen Digital in Q1 2023 and has held it in 6 quarters since.
  • Lifeworks Advisors's Gen Digital position peaked at $6.27M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.