Steward Partners Investment Advisory’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $337K | Buy |
13,535
+10,002
| +283% | +$223K | ﹤0.01% | 1940 |
|
|
2026
Q1 | $66.5K | Buy |
3,533
+1,989
| +129% | +$46K | ﹤0.01% | 2619 |
|
|
2025
Q4 | $42K | Buy |
1,544
+381
| +33% | +$10.3K | ﹤0.01% | 2765 |
|
|
2025
Q3 | $33K | Buy |
1,163
+269
| +30% | +$8.04K | ﹤0.01% | 2818 |
|
|
2025
Q2 | $26.3K | Sell |
894
-36
| -4% | -$984 | ﹤0.01% | 2788 |
|
|
2025
Q1 | $24.7K | Sell |
930
-4,883
| -84% | -$134K | ﹤0.01% | 2712 |
|
|
2024
Q4 | $159K | Buy |
5,813
+4,098
| +239% | +$118K | ﹤0.01% | 1741 |
|
|
2024
Q3 | $47K | Buy |
1,715
+262
| +18% | +$6.72K | ﹤0.01% | 2261 |
|
|
2024
Q2 | $36.3K | Buy |
1,453
+31
| +2% | +$709 | ﹤0.01% | 2259 |
|
|
2024
Q1 | $31.9K | Sell |
1,422
-1,228
| -46% | -$27.2K | ﹤0.01% | 2317 |
|
|
2023
Q4 | $60.5K | Sell |
2,650
-498
| -16% | -$9.86K | ﹤0.01% | 1901 |
|
|
2023
Q3 | $55.7K | Sell |
3,148
-72
| -2% | -$1.41K | ﹤0.01% | 1858 |
|
|
2023
Q2 | $59.7K | Sell |
3,220
-1,155
| -26% | -$20.2K | ﹤0.01% | 1808 |
|
|
2023
Q1 | $75.1K | Buy |
4,375
+63
| +1% | +$1.26K | ﹤0.01% | 1701 |
|
|
2022
Q4 | $92.4K | Buy |
4,312
+11
| +0.3% | +$243 | ﹤0.01% | 1592 |
|
|
2022
Q3 | $87K | Sell |
4,301
-142
| -3% | -$3.28K | ﹤0.01% | 1552 |
|
|
2022
Q2 | $98K | Buy |
4,443
+286
| +7% | +$7.03K | ﹤0.01% | 1502 |
|
|
2022
Q1 | $110K | Sell |
4,157
-4,928
| -54% | -$136K | ﹤0.01% | 1570 |
|
|
2021
Q4 | $236K | Buy |
9,085
+519
| +6% | +$13.1K | ﹤0.01% | 1242 |
|
|
2021
Q3 | $217K | Buy |
8,566
+2,478
| +41% | +$64.5K | ﹤0.01% | 1240 |
|
|
2021
Q2 | $166K | Sell |
6,088
-4,625
| -43% | -$115K | ﹤0.01% | 1679 |
|
|
2021
Q1 | $228K | Buy |
10,713
+625
| +6% | +$13.1K | ﹤0.01% | 1236 |
|
|
2020
Q4 | $210K | Buy |
10,088
+9,600
| +1,967% | +$194K | ﹤0.01% | 1053 |
|
|
2020
Q3 | $10K | Buy |
488
+55
| +13% | +$1.19K | ﹤0.01% | 2136 |
|
|
2020
Q2 | $9K | Buy |
433
+233
| +117% | +$4.74K | ﹤0.01% | 2071 |
|
|
2020
Q1 | $3K | Sell |
200
-1,300
| -87% | -$28.1K | ﹤0.01% | 2211 |
|
|
2019
Q4 | $38K | Hold |
1,500
| – | – | ﹤0.01% | 1515 |
|
|
2019
Q3 | $35K | Sell |
1,500
-3,681
| -71% | -$85.9K | ﹤0.01% | 1508 |
|
|
2019
Q2 | $112K | Buy |
+5,181
| New | +$111K | ﹤0.01% | 1011 |
|
|
2018
Q4 | – | Sell |
-6,129
| Closed | -$130K | – | 1299 |
|
|
2018
Q3 | $130K | Buy |
6,129
+4,784
| +356% | +$97.4K | 0.01% | 846 |
|
|
2018
Q2 | $28K | Sell |
1,345
-281
| -17% | -$6.75K | ﹤0.01% | 1328 |
|
|
2018
Q1 | $42K | Buy |
1,626
+200
| +14% | +$5.44K | ﹤0.01% | 1060 |
|
|
2017
Q4 | $40K | Buy |
1,426
+1,100
| +337% | +$32.9K | ﹤0.01% | 902 |
|
|
2017
Q3 | $10K | Hold |
326
| – | – | ﹤0.01% | 1104 |
|
|
2017
Q2 | $9K | Hold |
326
| – | – | ﹤0.01% | 1062 |
|
|
2017
Q1 | $10K | Hold |
326
| – | – | ﹤0.01% | 938 |
|
|
2016
Q4 | $7K | Buy |
+326
| New | +$8.01K | ﹤0.01% | 609 |
|
Other funds holding GEN
Steward Partners Investment Advisory's GEN Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Gen Digital (GEN) stake by 283% in Q2 2026, buying an estimated $223K and bringing the position to 13,535 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.
Steward Partners Investment Advisory first reported a position in GEN in Q4 2016 and has held it in 37 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.
- Steward Partners Investment Advisory held 13,535 shares of Gen Digital worth $337K as of Q2 2026.
- Steward Partners Investment Advisory bought 10,002 Gen Digital shares in Q2 2026, an estimated $223K.
- Gen Digital made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1940 holding.
- Steward Partners Investment Advisory first reported a position in Gen Digital in Q4 2016 and has held it in 37 quarters since.
- 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.