Root Financial Partners
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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
Q3 		$58.7K Buy
+2,665
New +$73.9K ﹤0.01% 1000
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% +$9.9K ﹤0.01% 580
2025
Q3 		$65.9K Buy
+2,321
New +$69.4K ﹤0.01% 576

Other funds holding GEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's GEN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Gen Digital (GEN) in Q3 2026: 2,665 shares worth $58.7K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GEN as recently as Q1 2026.

Root Financial Partners first reported a position in GEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $73.1K in Q4 2025. 473 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Root Financial Partners held 2,665 shares of Gen Digital worth $58.7K as of Q3 2026.
  • Gen Digital was a new Root Financial Partners position in Q3 2026.
  • Gen Digital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1000 holding.
  • Root Financial Partners first reported a position in Gen Digital in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Gen Digital position peaked at $73.1K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.