LPL Financial
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LPL Financial’s Gen Digital GEN Stock Holding History

LPL Financial’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 		$2.53M Sell
134,335
-2,254
-2% -$52.2K ﹤0.01% 3272
2025
Q4 		$3.71M Sell
136,589
-10,723
-7% -$289K ﹤0.01% 2818
2025
Q3 		$4.18M Buy
147,312
+11,446
+8% +$342K ﹤0.01% 2632
2025
Q2 		$3.99M Sell
135,866
-7,284
-5% -$199K ﹤0.01% 2497
2025
Q1 		$3.8M Buy
143,150
+28,349
+25% +$777K ﹤0.01% 2389
2024
Q4 		$3.14M Sell
114,801
-19,731
-15% -$567K ﹤0.01% 2464
2024
Q3 		$3.69M Sell
134,532
-545
-0.4% -$14K ﹤0.01% 2221
2024
Q2 		$3.37M Sell
135,077
-2,558
-2% -$58.5K ﹤0.01% 2166
2024
Q1 		$3.08M Buy
137,635
+487
+0.4% +$10.8K ﹤0.01% 2159
2023
Q4 		$3.13M Buy
137,148
+48,178
+54% +$954K ﹤0.01% 2047
2023
Q3 		$1.57M Buy
88,970
+14,460
+19% +$282K ﹤0.01% 2512
2023
Q2 		$1.38M Buy
74,510
+363
+0.5% +$6.35K ﹤0.01% 2586
2023
Q1 		$1.27M Sell
74,147
-85,949
-54% -$1.72M ﹤0.01% 2552
2022
Q4 		$3.43M Buy
160,096
+16,599
+12% +$367K ﹤0.01% 1682
2022
Q3 		$2.89M Buy
143,497
+50,559
+54% +$1.17M ﹤0.01% 1731
2022
Q2 		$2.04M Sell
92,938
-835
-0.9% -$20.5K ﹤0.01% 2015
2022
Q1 		$2.49M Buy
93,773
+598
+0.6% +$16.4K ﹤0.01% 1883
2021
Q4 		$2.42M Buy
93,175
+26,135
+39% +$661K ﹤0.01% 1945
2021
Q3 		$1.7M Buy
67,040
+15,902
+31% +$414K ﹤0.01% 2178
2021
Q2 		$1.39M Sell
51,138
-16,938
-25% -$422K ﹤0.01% 2285
2021
Q1 		$1.45M Buy
68,076
+278
+0.4% +$5.83K ﹤0.01% 2087
2020
Q4 		$1.41M Sell
67,798
-28,699
-30% -$580K ﹤0.01% 1925
2020
Q3 		$2.01M Buy
96,497
+9,149
+10% +$198K ﹤0.01% 1453
2020
Q2 		$1.73M Buy
87,348
+17,781
+26% +$362K ﹤0.01% 1443
2020
Q1 		$1.3M Buy
69,567
+37,419
+116% +$809K ﹤0.01% 1448
2019
Q4 		$820K Buy
32,148
+5,758
+22% +$141K ﹤0.01% 1984
2019
Q3 		$624K Sell
26,390
-2,857
-10% -$66.6K ﹤0.01% 2102
2019
Q2 		$636K Buy
29,247
+1,335
+5% +$28.7K ﹤0.01% 2083
2019
Q1 		$642K Buy
27,912
+5,105
+22% +$111K ﹤0.01% 2001
2018
Q4 		$431K Sell
22,807
-1,103
-5% -$22.8K ﹤0.01% 2159
2018
Q3 		$509K Buy
23,910
+10,545
+79% +$215K ﹤0.01% 2217
2018
Q2 		$276K Sell
13,365
-22,072
-62% -$530K ﹤0.01% 2722
2018
Q1 		$916K Sell
35,437
-8,908
-20% -$242K ﹤0.01% 1675
2017
Q4 		$1.24M Sell
44,345
-3,948
-8% -$118K ﹤0.01% 1367
2017
Q3 		$1.58M Buy
48,293
+13,249
+38% +$404K 0.01% 1122
2017
Q2 		$990K Sell
35,044
-4,302
-11% -$130K ﹤0.01% 1376
2017
Q1 		$1.19M Sell
39,346
-960
-2% -$27.2K 0.01% 1142
2016
Q4 		$968K Buy
40,306
+1,004
+3% +$24.7K 0.01% 1241
2016
Q3 		$992K Buy
39,302
+1,010
+3% +$23K 0.01% 1210
2016
Q2 		$780K Buy
38,292
+19,727
+106% +$355K 0.01% 1336
2016
Q1 		$341K Sell
18,565
-1,767
-9% -$34K ﹤0.01% 2414
2015
Q4 		$425K Sell
20,332
-4,219
-17% -$85.8K ﹤0.01% 2304
2015
Q3 		$500K Sell
24,551
-11,523
-32% -$248K ﹤0.01% 1794
2015
Q2 		$819K Buy
36,074
+3,720
+11% +$90.8K ﹤0.01% 1510
2015
Q1 		$755K Buy
32,354
+13,439
+71% +$336K ﹤0.01% 1557
2014
Q4 		$485K Buy
18,915
+794
+4% +$19.7K ﹤0.01% 1796
2014
Q3 		$418K Buy
18,121
+190
+1% +$4.53K ﹤0.01% 1927
2014
Q2 		$411K Buy
+17,931
New +$381K ﹤0.01% 1950
2014
Q1 		– Sell
-9,618
Closed -$227K – 2673
2013
Q4 		$227K Sell
9,618
-10,036
-51% -$235K ﹤0.01% 2342
2013
Q3 		$495K Buy
19,654
+3,016
+18% +$75.7K ﹤0.01% 1671
2013
Q2 		$374K Buy
+16,638
New +$391K ﹤0.01% 1757

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

LPL Financial's GEN Position: Q1 2026 in Review

LPL Financial reduced its Gen Digital (GEN) stake by 1.7% in Q1 2026, selling an estimated $52.2K and leaving 134,335 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

LPL Financial first reported a position in GEN in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.18M in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • LPL Financial held 134,335 shares of Gen Digital worth $2.53M as of Q1 2026.
  • LPL Financial sold 2,254 Gen Digital shares in Q1 2026, an estimated $52.2K.
  • Gen Digital made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3272 holding.
  • LPL Financial first reported a position in Gen Digital in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Gen Digital position peaked at $4.18M in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.