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New Age Alpha Advisors’s Gen Digital GEN Stock Holding History

New Age Alpha 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 		$543K Buy
21,822
+12,456
+133% +$278K 0.02% 593
2026
Q1 		$176K Buy
9,366
+4,896
+110% +$113K 0.01% 637
2025
Q4 		$122K Hold
4,470
– – 0.01% 667
2025
Q3 		$127K Hold
4,470
– – 0.01% 693
2025
Q2 		$131K Sell
4,470
-52,645
-92% -$1.44M 0.01% 692
2025
Q1 		$1.52M Sell
57,115
-96,941
-63% -$2.66M 0.07% 358
2024
Q4 		$4.22M Buy
+154,056
New +$4.43M 0.17% 167

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 $3.37T AUM 44.26% 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

New Age Alpha Advisors's GEN Position: Q2 2026 in Review

New Age Alpha Advisors increased its Gen Digital (GEN) stake by 133% in Q2 2026, buying an estimated $278K and bringing the position to 21,822 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #593.

New Age Alpha Advisors first reported a position in GEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.22M in Q4 2024. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • New Age Alpha Advisors held 21,822 shares of Gen Digital worth $543K as of Q2 2026.
  • New Age Alpha Advisors bought 12,456 Gen Digital shares in Q2 2026, an estimated $278K.
  • Gen Digital made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #593 holding.
  • New Age Alpha Advisors first reported a position in Gen Digital in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Gen Digital position peaked at $4.22M in Q4 2024.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.