James T. Borello RIA
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James T. Borello RIA’s Gen Digital GEN Stock Holding History

James T. Borello RIA’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 		$22.9K Sell
1,038
-12
-1% -$333 ﹤0.01% 391
2026
Q2 		$26.1K Buy
1,050
+924
+733% +$20.6K 0.01% 346
2026
Q1 		$2.37K Buy
126
+22
+21% +$509 ﹤0.01% 901
2025
Q4 		$2.83K Buy
104
+76
+271% +$2.04K ﹤0.01% 707
2025
Q3 		$795 Buy
+28
New +$837 ﹤0.01% 832

Other funds holding GEN

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

James T. Borello RIA's GEN Position: Q3 2026 in Review

James T. Borello RIA reduced its Gen Digital (GEN) stake by 1.1% in Q3 2026, selling an estimated $333 and leaving 1,038 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

James T. Borello RIA first reported a position in GEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $26.1K in Q2 2026. 130 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • James T. Borello RIA held 1,038 shares of Gen Digital worth $22.9K as of Q3 2026.
  • James T. Borello RIA sold 12 Gen Digital shares in Q3 2026, an estimated $333.
  • Gen Digital made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #391 holding.
  • James T. Borello RIA first reported a position in Gen Digital in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Gen Digital position peaked at $26.1K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.