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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
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 $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

Mount Yale Investment Advisors's GEN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Gen Digital (GEN) in Q1 2026: 181,325 shares worth $3.41M. The stake represents 0.08% of the portfolio and ranks #256 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in GEN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in GEN in Q1 2018 and has held it in 15 quarters since. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Mount Yale Investment Advisors held 181,325 shares of Gen Digital worth $3.41M as of Q1 2026.
  • Gen Digital was a new Mount Yale Investment Advisors position in Q1 2026.
  • Gen Digital made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #256 holding.
  • Mount Yale Investment Advisors first reported a position in Gen Digital in Q1 2018 and has held it in 15 quarters since.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.