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Physician Wealth Advisors’s Gen Digital GEN Stock Holding History

Physician 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 		$3.29K Buy
132
+26
+25% +$581 ﹤0.01% 1290
2026
Q1 		$2K Sell
106
-280
-73% -$6.48K ﹤0.01% 1357
2025
Q4 		$10.5K Buy
386
+356
+1,187% +$9.58K ﹤0.01% 757
2025
Q3 		$852 Hold
30
– – ﹤0.01% 1666
2025
Q2 		$882 Hold
30
– – ﹤0.01% 1511
2025
Q1 		$797 Hold
30
– – ﹤0.01% 1232
2024
Q4 		$822 Buy
+30
New +$863 ﹤0.01% 987

Other funds holding GEN

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Physician Wealth Advisors increased its Gen Digital (GEN) stake by 25% in Q2 2026, buying an estimated $581 and bringing the position to 132 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Physician Wealth Advisors first reported a position in GEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5K in Q4 2025. 103 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Physician Wealth Advisors held 132 shares of Gen Digital worth $3.29K as of Q2 2026.
  • Physician Wealth Advisors bought 26 Gen Digital shares in Q2 2026, an estimated $581.
  • Gen Digital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1290 holding.
  • Physician Wealth Advisors first reported a position in Gen Digital in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Gen Digital position peaked at $10.5K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.