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Outlook Wealth Advisors’s Gen Digital GEN Stock Holding History

Outlook Wealth 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
Q1 		– Sell
-9,413
Closed -$256K – 314
2025
Q4 		$256K Buy
9,413
+167
+2% +$4.49K 0.06% 270
2025
Q3 		$262K Buy
+9,246
New +$277K 0.07% 258

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Outlook Wealth Advisors's GEN Position: Q1 2026 in Review

Outlook Wealth Advisors sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 9,413 shares — an estimated $256K sold.

Outlook Wealth Advisors first reported a position in GEN in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 9,413 Gen Digital shares in Q1 2026, an estimated $256K.
  • Outlook Wealth Advisors first reported a position in Gen Digital in Q3 2025 and held it in 2 quarters.
  • Outlook Wealth Advisors's Gen Digital position peaked at $262K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.