SageView Advisory Group’s Gen Digital GEN Stock Holding History

SageView Advisory Group’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	-644	Closed	-$17.5K	–	1289
2025 Q4	$17.5K	Buy	+644	New	+$17.3K	﹤0.01%	1507

Other funds holding GEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's GEN Position: Q1 2026 in Review

SageView Advisory Group sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 644 shares — an estimated $17.5K sold.

SageView Advisory Group first reported a position in GEN in Q4 2025 and held it in 1 quarter. The position peaked at $17.5K in Q4 2025. 674 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

SageView Advisory Group reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 644 Gen Digital shares in Q1 2026, an estimated $17.5K.
SageView Advisory Group first reported a position in Gen Digital in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Gen Digital position peaked at $17.5K in Q4 2025.
674 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.