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Mount Yale Investment Advisors’s Gen Digital GEN Stock Holding History

Mount Yale Investment 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 		$4.18M Sell
168,053
-13,272
-7% -$296K 0.08% 250
2026
Q1 		$3.41M Buy
+181,325
New +$4.2M 0.08% 256
2025
Q3 		– Sell
-9,654
Closed -$284K – 1035
2025
Q2 		$284K Buy
+9,654
New +$264K 0.02% 471
2023
Q4 		– Sell
-63,522
Closed -$1.12M – 516
2023
Q3 		$1.12M Sell
63,522
-19,946
-24% -$389K 0.12% 176
2023
Q2 		$1.55M Buy
83,468
+1,838
+2% +$32.2K 0.16% 133
2023
Q1 		$1.4M Buy
81,630
+68,488
+521% +$1.37M 0.16% 137
2022
Q4 		$282K Sell
13,142
-6,727
-34% -$149K 0.03% 369
2022
Q3 		$400K Sell
19,869
-2,213
-10% -$51.2K 0.05% 303
2022
Q2 		$485K Buy
22,082
+12,219
+124% +$300K 0.06% 293
2022
Q1 		$262K Buy
+9,863
New +$271K 0.03% 400
2021
Q4 		– Sell
-32,462
Closed -$821K – 473
2021
Q3 		$821K Sell
32,462
-1,341
-4% -$34.9K 0.09% 217
2021
Q2 		$920K Buy
33,803
+7,059
+26% +$176K 0.11% 191
2021
Q1 		$569K Buy
+26,744
New +$561K 0.07% 245
2020
Q1 		– Sell
-7,497
Closed -$213K – 312
2019
Q4 		$213K Buy
+7,497
New +$183K 0.04% 309
2018
Q4 		– Sell
-1,139
Closed -$26K – 490
2018
Q3 		$26K Buy
+1,139
New +$23.2K ﹤0.01% 729
2018
Q2 		– Sell
-2,512
Closed -$65K – 968
2018
Q1 		$65K Buy
+2,512
New +$68.3K 0.01% 567

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's GEN Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Gen Digital (GEN) stake by 7.3% in Q2 2026, selling an estimated $296K and leaving 168,053 shares worth $4.18M. The position accounts for 0.08% of the portfolio, ranked #250.

Mount Yale Investment Advisors first reported a position in GEN in Q1 2018 and has held it in 16 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Mount Yale Investment Advisors held 168,053 shares of Gen Digital worth $4.18M as of Q2 2026.
  • Mount Yale Investment Advisors sold 13,272 Gen Digital shares in Q2 2026, an estimated $296K.
  • Gen Digital made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #250 holding.
  • Mount Yale Investment Advisors first reported a position in Gen Digital in Q1 2018 and has held it in 16 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.