Wealthfront Advisers
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Wealthfront Advisers’s Gen Digital GEN Stock Holding History

Wealthfront Advisers’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 		$965K Buy
38,785
+13,524
+54% +$302K ﹤0.01% 731
2026
Q1 		$476K Sell
25,261
-8,567
-25% -$198K ﹤0.01% 845
2025
Q4 		$920K Buy
33,828
+1,991
+6% +$53.6K ﹤0.01% 722
2025
Q3 		$904K Buy
31,837
+1,515
+5% +$45.3K ﹤0.01% 711
2025
Q2 		$891K Buy
30,322
+3,399
+13% +$92.9K ﹤0.01% 700
2025
Q1 		$715K Buy
26,923
+2,057
+8% +$56.4K ﹤0.01% 718
2024
Q4 		$681K Buy
24,866
+4,373
+21% +$126K ﹤0.01% 735
2024
Q3 		$562K Buy
20,493
+253
+1% +$6.49K ﹤0.01% 746
2024
Q2 		$506K Sell
20,240
-283
-1% -$6.47K ﹤0.01% 739
2024
Q1 		$460K Buy
20,523
+1,719
+9% +$38.1K ﹤0.01% 740
2023
Q4 		$429K Buy
18,804
+3,968
+27% +$78.6K ﹤0.01% 743
2023
Q3 		$262K Sell
14,836
-872
-6% -$17K ﹤0.01% 780
2023
Q2 		$291K Buy
+15,708
New +$275K ﹤0.01% 764
2023
Q1 		– Sell
-74,827
Closed -$1.6M – 812
2022
Q4 		$1.6M Sell
74,827
-5,207
-7% -$115K 0.01% 448
2022
Q3 		$1.61M Sell
80,034
-13,325
-14% -$308K 0.01% 408
2022
Q2 		$2.05M Sell
93,359
-46,721
-33% -$1.15M 0.01% 378
2022
Q1 		$3.71M Buy
140,080
+428
+0.3% +$11.8K 0.02% 263
2021
Q4 		$3.63M Buy
139,652
+7,343
+6% +$186K 0.02% 254
2021
Q3 		$3.35M Buy
132,309
+21,617
+20% +$563K 0.02% 227
2021
Q2 		$3.01M Sell
110,692
-25,931
-19% -$646K 0.01% 214
2021
Q1 		$2.9M Sell
136,623
-13,448
-9% -$282K 0.02% 186
2020
Q4 		$3.12M Buy
150,071
+3,938
+3% +$79.5K 0.02% 144
2020
Q3 		$3.04M Buy
146,133
+27,612
+23% +$598K 0.02% 122
2020
Q2 		$2.35M Buy
+118,521
New +$2.41M 0.02% 138
2019
Q2 		– Sell
-9,142
Closed -$210K – 494
2019
Q1 		$210K Buy
+9,142
New +$199K ﹤0.01% 469

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthfront Advisers's GEN Position: Q2 2026 in Review

Wealthfront Advisers increased its Gen Digital (GEN) stake by 54% in Q2 2026, buying an estimated $302K and bringing the position to 38,785 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Wealthfront Advisers first reported a position in GEN in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.71M in Q1 2022. 460 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Wealthfront Advisers held 38,785 shares of Gen Digital worth $965K as of Q2 2026.
  • Wealthfront Advisers bought 13,524 Gen Digital shares in Q2 2026, an estimated $302K.
  • Gen Digital made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #731 holding.
  • Wealthfront Advisers first reported a position in Gen Digital in Q1 2019 and has held it in 25 quarters since.
  • Wealthfront Advisers's Gen Digital position peaked at $3.71M in Q1 2022.
  • 460 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.