United Capital Financial Advisors’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 | $523K | Sell |
21,004
-9,158
| -30% | -$205K | ﹤0.01% | 1094 |
|
|
2026
Q1 | $568K | Buy |
30,162
+15,547
| +106% | +$360K | ﹤0.01% | 1000 |
|
|
2025
Q4 | $397K | Buy |
14,615
+6,190
| +73% | +$167K | ﹤0.01% | 1057 |
|
|
2025
Q3 | $239K | Buy |
8,425
+693
| +9% | +$20.7K | ﹤0.01% | 1089 |
|
|
2025
Q2 | $227K | Buy |
+7,732
| New | +$211K | ﹤0.01% | 1015 |
|
|
2022
Q2 | – | Sell |
-14,061
| Closed | -$373K | – | 1150 |
|
|
2022
Q1 | $373K | Buy |
14,061
+1,004
| +8% | +$27.6K | ﹤0.01% | 927 |
|
|
2021
Q4 | $339K | Buy |
13,057
+173
| +1% | +$4.38K | ﹤0.01% | 984 |
|
|
2021
Q3 | $326K | Sell |
12,884
-566
| -4% | -$14.7K | ﹤0.01% | 977 |
|
|
2021
Q2 | $366K | Sell |
13,450
-30
| -0.2% | -$747 | ﹤0.01% | 966 |
|
|
2021
Q1 | $287K | Buy |
13,480
+132
| +1% | +$2.77K | ﹤0.01% | 996 |
|
|
2020
Q4 | $277K | Buy |
13,348
+988
| +8% | +$20K | ﹤0.01% | 1027 |
|
|
2020
Q3 | $258K | Sell |
12,360
-32,061
| -72% | -$694K | ﹤0.01% | 999 |
|
|
2020
Q2 | $881K | Buy |
44,421
+23,776
| +115% | +$484K | 0.01% | 698 |
|
|
2020
Q1 | $386K | Sell |
20,645
-3,146
| -13% | -$68K | ﹤0.01% | 908 |
|
|
2019
Q4 | $607K | Buy |
23,791
+2,596
| +12% | +$63.4K | ﹤0.01% | 936 |
|
|
2019
Q3 | $501K | Sell |
21,195
-2,930
| -12% | -$68.4K | ﹤0.01% | 952 |
|
|
2019
Q2 | $525K | Buy |
24,125
+144
| +0.6% | +$3.1K | ﹤0.01% | 1035 |
|
|
2019
Q1 | $551K | Buy |
23,981
+1,167
| +5% | +$25.4K | ﹤0.01% | 949 |
|
|
2018
Q4 | $431K | Sell |
22,814
-5,470
| -19% | -$113K | ﹤0.01% | 961 |
|
|
2018
Q3 | $602K | Buy |
28,284
+10,453
| +59% | +$213K | ﹤0.01% | 923 |
|
|
2018
Q2 | $368K | Sell |
17,831
-7,348
| -29% | -$176K | ﹤0.01% | 1023 |
|
|
2018
Q1 | $651K | Buy |
25,179
+1,537
| +7% | +$41.8K | 0.01% | 885 |
|
|
2017
Q4 | $673K | Sell |
23,642
-620
| -3% | -$18.5K | 0.01% | 887 |
|
|
2017
Q3 | $796K | Sell |
24,262
-529
| -2% | -$16.1K | 0.01% | 833 |
|
|
2017
Q2 | $700K | Buy |
24,791
+421
| +2% | +$12.7K | 0.01% | 851 |
|
|
2017
Q1 | $748K | Sell |
24,370
-333
| -1% | -$9.45K | 0.01% | 823 |
|
|
2016
Q4 | $590K | Sell |
24,703
-4,477
| -15% | -$110K | 0.01% | 891 |
|
|
2016
Q3 | $732K | Buy |
29,180
+4,411
| +18% | +$100K | 0.01% | 859 |
|
|
2016
Q2 | $520K | Sell |
24,769
-43
| -0.2% | -$774 | 0.01% | 903 |
|
|
2016
Q1 | $456K | Buy |
24,812
+999
| +4% | +$19.2K | 0.01% | 904 |
|
|
2015
Q4 | $500K | Buy |
23,813
+1,113
| +5% | +$22.6K | 0.01% | 884 |
|
|
2015
Q3 | $442K | Buy |
22,700
+353
| +2% | +$7.6K | 0.01% | 930 |
|
|
2015
Q2 | $520K | Buy |
22,347
+6,959
| +45% | +$170K | 0.01% | 905 |
|
|
2015
Q1 | $384K | Sell |
15,388
-484
| -3% | -$12.1K | ﹤0.01% | 1003 |
|
|
2014
Q4 | $407K | Sell |
15,872
-51
| -0.3% | -$1.27K | 0.01% | 888 |
|
|
2014
Q3 | $374K | Buy |
+15,923
| New | +$379K | 0.01% | 874 |
|
|
2013
Q3 | – | Sell |
-13,017
| Closed | -$293K | – | 698 |
|
|
2013
Q2 | $293K | Buy |
+13,017
| New | +$306K | 0.01% | 604 |
|
Other funds holding GEN
United Capital Financial Advisors's GEN Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Gen Digital (GEN) stake by 30% in Q2 2026, selling an estimated $205K and leaving 21,004 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.
United Capital Financial Advisors first reported a position in GEN in Q2 2013 and has held it in 37 quarters since. The position peaked at $881K in Q2 2020. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.
- United Capital Financial Advisors held 21,004 shares of Gen Digital worth $523K as of Q2 2026.
- United Capital Financial Advisors sold 9,158 Gen Digital shares in Q2 2026, an estimated $205K.
- Gen Digital made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1094 holding.
- United Capital Financial Advisors first reported a position in Gen Digital in Q2 2013 and has held it in 37 quarters since.
- United Capital Financial Advisors's Gen Digital position peaked at $881K in Q2 2020.
- 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.