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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
Q2 		$239K Buy
+9,596
New +$214K 0.05% 284
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 $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

Outlook Wealth Advisors's GEN Position: Q2 2026 in Review

Outlook Wealth Advisors opened a new position in Gen Digital (GEN) in Q2 2026: 9,596 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #284 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in GEN as recently as Q4 2025.

Outlook Wealth Advisors first reported a position in GEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $262K in Q3 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Outlook Wealth Advisors held 9,596 shares of Gen Digital worth $239K as of Q2 2026.
  • Gen Digital was a new Outlook Wealth Advisors position in Q2 2026.
  • Gen Digital made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • Outlook Wealth Advisors first reported a position in Gen Digital in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's Gen Digital position peaked at $262K in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.