Toth Financial Advisory’s Gen Digital GEN Stock Holding History

Toth Financial Advisory’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	–	Sell	-28	Closed	-$762	–	967
2025 Q4	$762	Buy	+28	New	+$754	﹤0.01%	798
2023 Q2	–	Sell	-2,804	Closed	-$48.1K	–	814
2023 Q1	$48.1K	Buy	2,804 +304	+12%	+$6.1K	0.01%	277
2022 Q4	$53.6K	Sell	2,500 -50	-2%	-$1.1K	0.01%	271
2022 Q3	$51K	Buy	2,550 +50	+2%	+$1.16K	0.01%	272
2022 Q2	$55K	Hold	2,500	–	–	0.01%	257
2022 Q1	$66K	Hold	2,500	–	–	0.01%	261
2021 Q4	$65K	Hold	2,500	–	–	0.01%	273
2021 Q3	$63K	Hold	2,500	–	–	0.01%	282
2021 Q2	$68K	Hold	2,500	–	–	0.01%	256
2021 Q1	$53K	Hold	2,500	–	–	0.01%	290
2020 Q4	$52K	Buy	2,500 +1,000	+67%	+$20.2K	0.01%	257
2020 Q3	$31K	Sell	1,500 -14,025	-90%	-$304K	0.01%	271
2020 Q2	$308K	Buy	+15,525	New	+$316K	0.07%	141

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Toth Financial Advisory's GEN Position: Q1 2026 in Review

Toth Financial Advisory sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 28 shares — an estimated $762 sold.

Toth Financial Advisory first reported a position in GEN in Q2 2020 and held it in 13 quarters. The position peaked at $308K in Q2 2020. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

Toth Financial Advisory reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 28 Gen Digital shares in Q1 2026, an estimated $762.
Toth Financial Advisory first reported a position in Gen Digital in Q2 2020 and held it in 13 quarters.
Toth Financial Advisory's Gen Digital position peaked at $308K in Q2 2020.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.