Nations Financial Group
GEN icon

Nations Financial Group’s Gen Digital GEN Stock Holding History

Nations Financial Group’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
Q3 		$408K Buy
18,528
+131
+0.7% +$3.64K 0.02% 576
2026
Q2 		$458K Buy
18,397
+2,871
+18% +$64.1K 0.02% 561
2026
Q1 		$292K Sell
15,526
-2,286
-13% -$52.9K 0.02% 655
2025
Q4 		$484K Buy
17,812
+73
+0.4% +$1.96K 0.03% 536
2025
Q3 		$504K Buy
17,739
+1,567
+10% +$46.9K 0.03% 485
2025
Q2 		$475K Buy
16,172
+373
+2% +$10.2K 0.03% 465
2025
Q1 		$419K Buy
15,799
+1,110
+8% +$30.4K 0.03% 467
2024
Q4 		$402K Buy
14,689
+217
+1% +$6.24K 0.03% 498
2024
Q3 		$397K Buy
+14,472
New +$371K 0.03% 498

Other funds holding GEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nations Financial Group's GEN Position: Q3 2026 in Review

Nations Financial Group increased its Gen Digital (GEN) stake by 0.71% in Q3 2026, buying an estimated $3.64K and bringing the position to 18,528 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #576.

Nations Financial Group first reported a position in GEN in Q3 2024 and has held it in 9 quarters since. The position peaked at $504K in Q3 2025. 429 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Nations Financial Group held 18,528 shares of Gen Digital worth $408K as of Q3 2026.
  • Nations Financial Group bought 131 Gen Digital shares in Q3 2026, an estimated $3.64K.
  • Gen Digital made up 0.02% of Nations Financial Group's portfolio in Q3 2026, its #576 holding.
  • Nations Financial Group first reported a position in Gen Digital in Q3 2024 and has held it in 9 quarters since.
  • Nations Financial Group's Gen Digital position peaked at $504K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.