Nisa Investment Advisors’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.3M Sell
68,926
-14,179
-17% -$328K ﹤0.01% 717
2025
Q4
$2.26M Sell
83,105
-51,666
-38% -$1.39M 0.01% 602
2025
Q3
$3.83M Buy
134,771
+56,535
+72% +$1.69M 0.01% 466
2025
Q2
$2.3M Buy
78,236
+7,594
+11% +$208K 0.01% 601
2025
Q1
$1.87M Sell
70,642
-26,915
-28% -$737K 0.01% 663
2024
Q4
$2.67M Sell
97,557
-35,915
-27% -$1.03M 0.01% 597
2024
Q3
$3.66M Buy
133,472
+60,767
+84% +$1.56M 0.02% 505
2024
Q2
$1.82M Buy
72,705
+1,000
+1% +$22.9K 0.01% 728
2024
Q1
$1.61M Sell
71,705
-5,668
-7% -$126K 0.01% 746
2023
Q4
$1.77M Sell
77,373
-11,090
-13% -$220K 0.01% 693
2023
Q3
$1.56M Hold
88,463
0.01% 737
2023
Q2
$1.64M Sell
88,463
-1,655
-2% -$28.9K 0.01% 731
2023
Q1
$1.55M Sell
90,118
-7,929
-8% -$159K 0.01% 731
2022
Q4
$2.1M Sell
98,047
-116
-0.1% -$2.56K 0.02% 722
2022
Q3
$1.98M Buy
98,163
+6,158
+7% +$142K 0.02% 636
2022
Q2
$2.02M Hold
92,005
0.02% 639
2022
Q1
$2.44M Hold
92,005
0.02% 620
2021
Q4
$2.39M Sell
92,005
-153
-0.2% -$3.87K 0.02% 600
2021
Q3
$2.33K Sell
92,158
-500
-0.5% -$13K 0.01% 668
2021
Q2
$2.52K Sell
92,658
-4,051
-4% -$101K 0.02% 657
2021
Q1
$2.06K Buy
96,709
+3,200
+3% +$67.1K 0.01% 705
2020
Q4
$1.94M Sell
93,509
-7,925
-8% -$160K 0.01% 704
2020
Q3
$2.11M Sell
101,434
-21,000
-17% -$455K 0.02% 584
2020
Q2
$2.43M Sell
122,434
-51
-0% -$1.04K 0.02% 535
2020
Q1
$2.29M Buy
122,485
+14,710
+14% +$318K 0.03% 492
2019
Q4
$2.75M Sell
107,775
-5,900
-5% -$144K 0.02% 531
2019
Q3
$2.69M Buy
113,675
+1,322
+1% +$30.8K 0.02% 544
2019
Q2
$2.44M Sell
112,353
-3,976
-3% -$85.5K 0.02% 563
2019
Q1
$2.67M Buy
116,329
+3,500
+3% +$76.2K 0.03% 532
2018
Q4
$2.13M Buy
112,829
+9,440
+9% +$195K 0.02% 555
2018
Q3
$2.2M Buy
103,389
+5
+0% +$102 0.02% 618
2018
Q2
$2.14M Sell
103,384
-4,744
-4% -$114K 0.02% 580
2018
Q1
$2.81M Sell
108,128
-2,200
-2% -$59.9K 0.03% 500
2017
Q4
$3.1M Sell
110,328
-4,044
-4% -$121K 0.03% 480
2017
Q3
$3.75M Buy
114,372
+1,598
+1% +$48.7K 0.04% 402
2017
Q2
$3.25M Sell
112,774
-34,183
-23% -$1.03M 0.04% 438
2017
Q1
$4.5M Sell
146,957
-1,015
-0.7% -$28.8K 0.05% 355
2016
Q4
$3.54M Sell
147,972
-1,125
-0.8% -$27.6K 0.04% 408
2016
Q3
$3.74M Sell
149,097
-99,623
-40% -$2.27M 0.05% 374
2016
Q2
$5.11M Sell
248,720
-87,113
-26% -$1.57M 0.07% 310
2016
Q1
$6.17M Buy
335,833
+208,500
+164% +$4.01M 0.09% 241
2015
Q4
$2.67M Sell
127,333
-20,100
-14% -$409K 0.04% 446
2015
Q3
$2.89M Buy
147,433
+6,770
+5% +$146K 0.04% 415
2015
Q2
$3.27M Buy
140,663
+11,754
+9% +$287K 0.05% 395
2015
Q1
$3.01M Buy
128,909
+3,100
+2% +$77.4K 0.04% 435
2014
Q4
$3.23M Sell
125,809
-2,400
-2% -$59.7K 0.04% 415
2014
Q3
$3.01M Buy
128,209
+3,800
+3% +$90.5K 0.04% 421
2014
Q2
$2.85M Sell
124,409
-2,879
-2% -$61.2K 0.04% 450
2014
Q1
$2.54M Hold
127,288
0.04% 478
2013
Q4
$3M Sell
127,288
-800
-0.6% -$18.7K 0.04% 405
2013
Q3
$3.17M Sell
128,088
-8,900
-6% -$223K 0.05% 381
2013
Q2
$3.08M Buy
+136,988
New +$3.22M 0.05% 372

Other funds holding GEN

Nisa Investment Advisors's GEN Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Gen Digital (GEN) stake by 17% in Q1 2026, selling an estimated $328K and leaving 68,926 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Nisa Investment Advisors first reported a position in GEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.17M in Q1 2016. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Nisa Investment Advisors held 68,926 shares of Gen Digital worth $1.3M as of Q1 2026.
  • Nisa Investment Advisors sold 14,179 Gen Digital shares in Q1 2026, an estimated $328K.
  • Gen Digital made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #717 holding.
  • Nisa Investment Advisors first reported a position in Gen Digital in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Gen Digital position peaked at $6.17M in Q1 2016.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.