# GEN DIGITAL INC (GEN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GEN/

- Reporting holders: 20
- Reported value: $20.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $12.1M | 550,971 | 0.1% | 5 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $4.9M | 216,475 | 0.2% | 7 |
| [BONNESS ENTERPRISES INC](https://holderbook.com/funds/1105471-bonness-enterprises-inc/) | $1.4M | 62,500 | 0.4% | 28 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $846.8K | 38,455 | 0.0% | 12 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $388.9K | 17,660 | 0.0% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $295.4K | 13,415 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $112.1K | 5,093 | 0.0% | 12 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $88.1K | 4,000 | 0.0% | 28 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $63.4K | 2,881 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $38.9K | 1,768 | 0.0% | 26 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $29.9K | 1,357 | 0.0% | 9 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $24.9K | 1,132 | 0.0% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $14.8K | 672 | 0.0% | 5 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $7.0K | 314 | 0.0% | 11 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $5.9K | 268 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $3.2K | 147 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $2.0K | 90 | 0.0% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $639 | 29 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $502 | 22,786 | 0.0% | 15 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $110 | 5 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $66 | 3 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $20.4M |
| Q2 2026 | 689 | $14.8B |
| Q1 2026 | 671 | $10.3B |
| Q4 2025 | 687 | $14.5B |
| Q3 2025 | 677 | $15.1B |
| Q2 2025 | 658 | $15.6B |
| Q1 2025 | 645 | $14.0B |
| Q4 2024 | 657 | $14.0B |
| Q3 2024 | 589 | $14.3B |
| Q2 2024 | 570 | $13.3B |
| Q1 2024 | 540 | $12.0B |
| Q4 2023 | 552 | $12.1B |