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Whipplewood Advisors’s Gen Digital GEN Stock Holding History

Whipplewood Advisors’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 		– Sell
-38
Closed -$716 – 820
2026
Q1 		$716 Buy
+38
New +$879 ﹤0.01% 948
2025
Q3 		– Sell
-84
Closed -$2.47K – 648
2025
Q2 		$2.47K Buy
84
+82
+4,100% +$2.24K ﹤0.01% 834
2025
Q1 		$2.23K Sell
2
-72
-97% -$1.97K ﹤0.01% 868
2024
Q4 		$2.03K Buy
+74
New +$2.13K ﹤0.01% 874

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Whipplewood Advisors's GEN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Gen Digital (GEN) in Q2 2026, closing a stake of 38 shares — an estimated $716 sold.

Whipplewood Advisors first reported a position in GEN in Q4 2024 and held it in 4 quarters. The position peaked at $2.47K in Q2 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Whipplewood Advisors reported no remaining Gen Digital position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 38 Gen Digital shares in Q2 2026, an estimated $716.
  • Whipplewood Advisors first reported a position in Gen Digital in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Gen Digital position peaked at $2.47K in Q2 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.