SFA
GEN icon

Sequoia Financial Advisors’s Gen Digital GEN Stock Holding History

Sequoia Financial 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 		$572K Buy
23,001
+149
+0.7% +$3.33K ﹤0.01% 1261
2026
Q1 		$430K Buy
22,852
+1
+0% +$23 ﹤0.01% 1356
2025
Q4 		$621K Buy
22,851
+10,434
+84% +$281K ﹤0.01% 1152
2025
Q3 		$353K Buy
12,417
+809
+7% +$24.2K ﹤0.01% 1313
2025
Q2 		$341K Buy
+11,608
New +$317K ﹤0.01% 1197
2024
Q4 		– Sell
-11,615
Closed -$319K – 1376
2024
Q3 		$319K Buy
+11,615
New +$298K ﹤0.01% 934
2024
Q1 		– Sell
-9,500
Closed -$217K – 1225
2023
Q4 		$217K Buy
+9,500
New +$188K ﹤0.01% 1079
2018
Q1 		– Sell
-7,807
Closed -$219K – 317
2017
Q4 		$219K Sell
7,807
-40
-0.5% -$1.2K 0.02% 273
2017
Q3 		$257K Buy
7,847
+291
+4% +$8.87K 0.03% 231
2017
Q2 		$213K Sell
7,556
-184
-2% -$5.57K 0.03% 257
2017
Q1 		$237K Sell
7,740
-1,380
-15% -$39.1K 0.03% 236
2016
Q4 		$218K Sell
9,120
-116,191
-93% -$2.85M 0.03% 249
2016
Q3 		$3.15M Buy
+125,311
New +$2.85M 0.59% 30

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Sequoia Financial Advisors's GEN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Gen Digital (GEN) stake by 0.65% in Q2 2026, buying an estimated $3.33K and bringing the position to 23,001 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Sequoia Financial Advisors first reported a position in GEN in Q3 2016 and has held it in 13 quarters since. The position peaked at $3.15M in Q3 2016. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Sequoia Financial Advisors held 23,001 shares of Gen Digital worth $572K as of Q2 2026.
  • Sequoia Financial Advisors bought 149 Gen Digital shares in Q2 2026, an estimated $3.33K.
  • Gen Digital made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1261 holding.
  • Sequoia Financial Advisors first reported a position in Gen Digital in Q3 2016 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's Gen Digital position peaked at $3.15M in Q3 2016.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.