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Root Financial Partners’s Gen Digital GEN Stock Holding History

Root Financial Partners’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 		– Sell
-1,289
Closed -$24.3K – 1497
2026
Q1 		$24.3K Sell
1,289
-1,399
-52% -$32.4K ﹤0.01% 1213
2025
Q4 		$73.1K Buy
2,688
+367
+16% +$9.88K ﹤0.01% 580
2025
Q3 		$65.9K Buy
+2,321
New +$69.4K ﹤0.01% 576

Other funds holding GEN

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Root Financial Partners's GEN Position: Q2 2026 in Review

Root Financial Partners sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 1,289 shares — an estimated $24.3K sold.

Root Financial Partners first reported a position in GEN in Q3 2025 and held it in 3 quarters. The position peaked at $73.1K in Q4 2025. 195 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Root Financial Partners reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,289 Gen Digital shares in Q2 2026, an estimated $24.3K.
  • Root Financial Partners first reported a position in Gen Digital in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Gen Digital position peaked at $73.1K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.