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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
Q3 		$1.98K Buy
+90
New +$2.5K ﹤0.01% 797
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Toth Financial Advisory's GEN Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Gen Digital (GEN) in Q3 2026: 90 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in GEN as recently as Q4 2025.

Toth Financial Advisory first reported a position in GEN in Q2 2020 and has held it in 14 quarters since. The position peaked at $308K in Q2 2020. 22 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • Toth Financial Advisory held 90 shares of Gen Digital worth $1.98K as of Q3 2026.
  • Gen Digital was a new Toth Financial Advisory position in Q3 2026.
  • Gen Digital made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #797 holding.
  • Toth Financial Advisory first reported a position in Gen Digital in Q2 2020 and has held it in 14 quarters since.
  • Toth Financial Advisory's Gen Digital position peaked at $308K in Q2 2020.
  • 22 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.