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NewEdge Advisors’s Gen Digital GEN Stock Holding History

NewEdge 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 		$41.9K Hold
1,685
– – ﹤0.01% 3165
2026
Q1 		$31.7K Sell
1,685
-16
-0.9% -$370 ﹤0.01% 3059
2025
Q4 		$46.3K Sell
1,701
-55
-3% -$1.48K ﹤0.01% 2981
2025
Q3 		$49.9K Buy
1,756
+193
+12% +$5.77K ﹤0.01% 2827
2025
Q2 		$46K Buy
1,563
+5
+0.3% +$137 ﹤0.01% 2690
2025
Q1 		$41.3K Sell
1,558
-12,730
-89% -$349K ﹤0.01% 2613
2024
Q4 		$391K Buy
14,288
+1,401
+11% +$40.3K ﹤0.01% 1711
2024
Q3 		$353K Buy
12,887
+11,272
+698% +$289K ﹤0.01% 1699
2024
Q2 		$40.3K Sell
1,615
-350
-18% -$8.01K ﹤0.01% 2416
2024
Q1 		$44K Sell
1,965
-3,873
-66% -$85.9K ﹤0.01% 2358
2023
Q4 		$133K Buy
5,838
+4,033
+223% +$79.9K ﹤0.01% 1854
2023
Q3 		$31.9K Buy
1,805
+8
+0.4% +$156 ﹤0.01% 2235
2023
Q2 		$33.3K Hold
1,797
– – ﹤0.01% 2230
2023
Q1 		$30.8K Sell
1,797
-12,175
-87% -$244K ﹤0.01% 2195
2022
Q4 		$261K Buy
+13,972
New +$309K 0.01% 1075
2020
Q4 		– Sell
-14,330
Closed -$299K – 1029
2020
Q3 		$299K Sell
14,330
-13,892
-49% -$301K 0.01% 713
2020
Q2 		$560K Buy
+28,222
New +$575K 0.02% 503
2017
Q3 		– Sell
-642
Closed -$18.6K – 648
2017
Q2 		$18.6K Buy
+642
New +$19.4K ﹤0.01% 768

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

NewEdge Advisors's GEN Position: Q2 2026 in Review

NewEdge Advisors held its Gen Digital (GEN) position steady in Q2 2026 at 1,685 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

NewEdge Advisors first reported a position in GEN in Q2 2017 and has held it in 18 quarters since. The position peaked at $560K in Q2 2020. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • NewEdge Advisors held 1,685 shares of Gen Digital worth $41.9K as of Q2 2026.
  • NewEdge Advisors left its Gen Digital share count unchanged in Q2 2026.
  • Gen Digital made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3165 holding.
  • NewEdge Advisors first reported a position in Gen Digital in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's Gen Digital position peaked at $560K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

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