Stifel Financial’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
Q1 | $226K | Sell |
11,983
-2,003
| -14% | -$46.4K | ﹤0.01% | 3353 |
|
|
2025
Q4 | $380K | Sell |
13,986
-8,427
| -38% | -$227K | ﹤0.01% | 3008 |
|
|
2025
Q3 | $637K | Sell |
22,413
-2,620
| -10% | -$78.4K | ﹤0.01% | 2669 |
|
|
2025
Q2 | $736K | Buy |
25,033
+9,779
| +64% | +$267K | ﹤0.01% | 2535 |
|
|
2025
Q1 | $405K | Sell |
15,254
-1,265
| -8% | -$34.7K | ﹤0.01% | 2823 |
|
|
2024
Q4 | $452K | Sell |
16,519
-12,547
| -43% | -$361K | ﹤0.01% | 2736 |
|
|
2024
Q3 | $797K | Sell |
29,066
-12,556
| -30% | -$322K | ﹤0.01% | 2377 |
|
|
2024
Q2 | $1.04M | Sell |
41,622
-2,799
| -6% | -$64K | ﹤0.01% | 2137 |
|
|
2024
Q1 | $995K | Buy |
44,421
+2,272
| +5% | +$50.4K | ﹤0.01% | 2187 |
|
|
2023
Q4 | $962K | Sell |
42,149
-35,568
| -46% | -$705K | ﹤0.01% | 2168 |
|
|
2023
Q3 | $1.37M | Sell |
77,717
-153
| -0.2% | -$2.99K | ﹤0.01% | 1839 |
|
|
2023
Q2 | $1.44M | Buy |
77,870
+1,876
| +2% | +$32.8K | ﹤0.01% | 1835 |
|
|
2023
Q1 | $1.3M | Buy |
75,994
+8,697
| +13% | +$174K | ﹤0.01% | 1860 |
|
|
2022
Q4 | $1.44M | Buy |
67,297
+34,884
| +108% | +$770K | ﹤0.01% | 1746 |
|
|
2022
Q3 | $652K | Buy |
32,413
+815
| +3% | +$18.8K | ﹤0.01% | 2272 |
|
|
2022
Q2 | $695K | Sell |
31,598
-5,055
| -14% | -$124K | ﹤0.01% | 2268 |
|
|
2022
Q1 | $972K | Buy |
36,653
+14,357
| +64% | +$395K | ﹤0.01% | 2135 |
|
|
2021
Q4 | $580K | Sell |
22,296
-82
| -0.4% | -$2.08K | ﹤0.01% | 2512 |
|
|
2021
Q3 | $566K | Sell |
22,378
-23,887
| -52% | -$622K | ﹤0.01% | 2509 |
|
|
2021
Q2 | $1.26M | Buy |
46,265
+5,539
| +14% | +$138K | ﹤0.01% | 1926 |
|
|
2021
Q1 | $866K | Buy |
40,726
+3,556
| +10% | +$74.6K | ﹤0.01% | 2088 |
|
|
2020
Q4 | $772K | Sell |
37,170
-8,957
| -19% | -$181K | ﹤0.01% | 2039 |
|
|
2020
Q3 | $961K | Buy |
46,127
+18,556
| +67% | +$402K | ﹤0.01% | 1662 |
|
|
2020
Q2 | $546K | Buy |
27,571
+1,093
| +4% | +$22.3K | ﹤0.01% | 1981 |
|
|
2020
Q1 | $492K | Sell |
26,478
-463,436
| -95% | -$10M | ﹤0.01% | 1878 |
|
|
2019
Q4 | $12.5M | Buy |
489,914
+44,405
| +10% | +$1.09M | 0.03% | 515 |
|
|
2019
Q3 | $10.5M | Sell |
445,509
-168,230
| -27% | -$3.92M | 0.03% | 528 |
|
|
2019
Q2 | $13.3M | Buy |
613,739
+105,549
| +21% | +$2.27M | 0.03% | 463 |
|
|
2019
Q1 | $11.7M | Sell |
508,190
-203,323
| -29% | -$4.43M | 0.03% | 481 |
|
|
2018
Q4 | $13.5M | Buy |
711,513
+458,364
| +181% | +$9.48M | 0.04% | 385 |
|
|
2018
Q3 | $5.38M | Buy |
253,149
+169,673
| +203% | +$3.46M | 0.02% | 811 |
|
|
2018
Q2 | $1.72M | Sell |
83,476
-122,607
| -59% | -$2.94M | 0.01% | 1281 |
|
|
2018
Q1 | $5.33M | Sell |
206,083
-35,282
| -15% | -$960K | 0.02% | 759 |
|
|
2017
Q4 | $6.76M | Buy |
241,365
+1,943
| +0.8% | +$58.1K | 0.02% | 660 |
|
|
2017
Q3 | $7.85M | Buy |
239,422
+88,525
| +59% | +$2.7M | 0.03% | 589 |
|
|
2017
Q2 | $4.26M | Sell |
150,897
-19,037
| -11% | -$576K | 0.02% | 784 |
|
|
2017
Q1 | $5.21M | Buy |
169,934
+13,715
| +9% | +$389K | 0.02% | 681 |
|
|
2016
Q4 | $3.74M | Sell |
156,219
-19,465
| -11% | -$478K | 0.02% | 765 |
|
|
2016
Q3 | $4.41M | Buy |
175,684
+6,481
| +4% | +$147K | 0.02% | 679 |
|
|
2016
Q2 | $3.48M | Buy |
169,203
+55,248
| +48% | +$995K | 0.02% | 761 |
|
|
2016
Q1 | $2.1M | Buy |
113,955
+10,153
| +10% | +$195K | 0.01% | 904 |
|
|
2015
Q4 | $2.18M | Sell |
103,802
-63,859
| -38% | -$1.3M | 0.01% | 932 |
|
|
2015
Q3 | $3.27M | Buy |
167,661
+3,475
| +2% | +$74.8K | 0.02% | 700 |
|
|
2015
Q2 | $3.8M | Buy |
164,186
+32,896
| +25% | +$803K | 0.02% | 690 |
|
|
2015
Q1 | $3.07M | Sell |
131,290
-257,190
| -66% | -$6.42M | 0.02% | 766 |
|
|
2014
Q4 | $9.96M | Sell |
388,480
-151,137
| -28% | -$3.76M | 0.06% | 394 |
|
|
2014
Q3 | $12.7M | Sell |
539,617
-261,731
| -33% | -$6.23M | 0.11% | 228 |
|
|
2014
Q2 | $18.4M | Buy |
801,348
+275,869
| +52% | +$5.86M | 0.16% | 159 |
|
|
2014
Q1 | $10.5M | Buy |
+525,479
| New | +$11.2M | 0.1% | 271 |
|
Other funds holding GEN
VCM
VPM
Stifel Financial's GEN Position: Q1 2026 in Review
Stifel Financial reduced its Gen Digital (GEN) stake by 14% in Q1 2026, selling an estimated $46.4K and leaving 11,983 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #3353.
Stifel Financial first reported a position in GEN in Q1 2014 and has held it in 49 quarters since. The position peaked at $18.4M in Q2 2014. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.
- Stifel Financial held 11,983 shares of Gen Digital worth $226K as of Q1 2026.
- Stifel Financial sold 2,003 Gen Digital shares in Q1 2026, an estimated $46.4K.
- Gen Digital made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3353 holding.
- Stifel Financial first reported a position in Gen Digital in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's Gen Digital position peaked at $18.4M in Q2 2014.
- 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.