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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Scarborough Advisors's GEN Position: Q1 2026 in Review

Scarborough Advisors opened a new position in Gen Digital (GEN) in Q1 2026: 462 shares worth $8.69K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Scarborough Advisors previously reported a position in GEN as recently as Q4 2023.

Scarborough Advisors first reported a position in GEN in Q4 2023 and has held it in 2 quarters since. The position peaked at $10.1K in Q4 2023. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Scarborough Advisors held 462 shares of Gen Digital worth $8.69K as of Q1 2026.
  • Gen Digital was a new Scarborough Advisors position in Q1 2026.
  • Gen Digital made up ﹤0.01% of Scarborough Advisors's portfolio in Q1 2026, its #460 holding.
  • Scarborough Advisors first reported a position in Gen Digital in Q4 2023 and has held it in 2 quarters since.
  • Scarborough Advisors's Gen Digital position peaked at $10.1K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.