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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
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% +$1.97K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Nations Financial Group's GEN Position: Q2 2026 in Review

Nations Financial Group increased its Gen Digital (GEN) stake by 18% in Q2 2026, buying an estimated $64.1K and bringing the position to 18,397 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #561.

Nations Financial Group first reported a position in GEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $504K in Q3 2025. 136 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Nations Financial Group held 18,397 shares of Gen Digital worth $458K as of Q2 2026.
  • Nations Financial Group bought 2,871 Gen Digital shares in Q2 2026, an estimated $64.1K.
  • Gen Digital made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #561 holding.
  • Nations Financial Group first reported a position in Gen Digital in Q3 2024 and has held it in 8 quarters since.
  • Nations Financial Group's Gen Digital position peaked at $504K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.