Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Gen Digital GEN Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.79M Buy
69,156
+30,449
+79% +$680K ﹤0.01% 1654
2026
Q1 		$731K Sell
38,707
-12,635
-25% -$292K ﹤0.01% 2032
2025
Q4 		$1.35M Buy
51,342
+11,334
+28% +$305K ﹤0.01% 1772
2025
Q3 		$1.09M Buy
40,008
+1,359
+4% +$40.6K ﹤0.01% 1794
2025
Q2 		$1.18M Sell
38,649
-16,309
-30% -$446K ﹤0.01% 1654
2025
Q1 		$1.46M Buy
54,958
+5,797
+12% +$159K ﹤0.01% 1406
2024
Q4 		$1.35M Sell
49,161
-72,096
-59% -$2.07M ﹤0.01% 1389
2024
Q3 		$3.33M Buy
121,257
+96,680
+393% +$2.48M 0.01% 858
2024
Q2 		$614K Sell
24,577
-25,089
-51% -$574K ﹤0.01% 1517
2024
Q1 		$1.11M Buy
49,666
+876
+2% +$19.4K ﹤0.01% 1190
2023
Q4 		$1.11M Buy
48,790
+413
+0.9% +$8.18K ﹤0.01% 1128
2023
Q3 		$855K Buy
+48,377
New +$944K ﹤0.01% 1166
2020
Q2 		– Sell
-108,285
Closed -$2.27M – 226
2020
Q1 		$2.27M Buy
+108,285
New +$2.34M 0.08% 102
2017
Q3 		– Sell
-46,164
Closed -$1.34M – 160
2017
Q2 		$1.34M Buy
46,164
+19,487
+73% +$590K 0.12% 79
2017
Q1 		$803K Sell
26,677
-10,033
-27% -$285K 0.09% 113
2016
Q4 		$877K Buy
+36,710
New +$902K 0.11% 93

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's GEN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Gen Digital (GEN) stake by 79% in Q2 2026, buying an estimated $680K and bringing the position to 69,156 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Wealth Enhancement Advisory Services first reported a position in GEN in Q4 2016 and has held it in 16 quarters since. The position peaked at $3.33M in Q3 2024. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 69,156 shares of Gen Digital worth $1.79M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 30,449 Gen Digital shares in Q2 2026, an estimated $680K.
  • Gen Digital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1654 holding.
  • Wealth Enhancement Advisory Services first reported a position in Gen Digital in Q4 2016 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Gen Digital position peaked at $3.33M in Q3 2024.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.