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Scarborough Advisors’s Gen Digital GEN Stock Holding History

Scarborough 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 		– Sell
-462
Closed -$8.69K – 352
2026
Q1 		$8.69K Buy
+462
New +$10.7K ﹤0.01% 460
2024
Q1 		– Sell
-442
Closed -$10.1K – 497
2023
Q4 		$10.1K Buy
+442
New +$8.76K ﹤0.01% 380

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

Scarborough Advisors's GEN Position: Q2 2026 in Review

Scarborough Advisors sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 462 shares — an estimated $8.69K sold.

Scarborough Advisors first reported a position in GEN in Q4 2023 and held it in 2 quarters. The position peaked at $10.1K in Q4 2023. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Scarborough Advisors reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 462 Gen Digital shares in Q2 2026, an estimated $8.69K.
  • Scarborough Advisors first reported a position in Gen Digital in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Gen Digital position peaked at $10.1K in Q4 2023.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.