Gen Digital Inc. (GEN) — Institutional Holders, Q2 2026 (page 7)
717 institutional investment managers reported a GEN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $13.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
GEN 13F holders ranked 601–700 of 717
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | BARTLETT & WEALTH MANAGEMENT#601 · 388 sh | 388 | $9.7K | <0.01% | +13.5% |
| 602 | Pinnacle Bancorp#602 · 381 sh | 381 | $9.5K | — | 0.0% |
| 603 | OF TOLEDO NA#603 · 374 sh | 374 | $9.3K | — | 0.0% |
| 604 | WealthCollab#604 · 374 sh | 374 | $9.3K | <0.01% | New |
| 605 | Aventura Private Wealth#605 · 373 sh | 373 | $9.3K | <0.01% | +603.8% |
| 606 | Signature Resources Capital Management#606 · 370 sh | 370 | $9.2K | — | 0.0% |
| 607 | SJS Investment Consulting#607 · 365 sh | 365 | $9.1K | — | +238.0% |
| 608 | S&T BANK#608 · 364 sh | 364 | $9.1K | <0.01% | +45.0% |
| 609 | Fedenia Advisers#609 · 339 sh | 339 | $8.4K | — | New |
| 610 | Bullock Wealth Management Group#610 · 313 sh | 313 | $8.2K | — | +0.6% |
| 611 | ZRC WEALTH MANAGEMENT#611 · 328 sh | 328 | $8.2K | — | -64.8% |
| 612 | SkyView Investment Advisors#612 · 6,666 sh | 6,666 | $8.0K | <0.01% | New |
| 613 | Clearstead#613 · 314 sh | 314 | $7.8K | <0.01% | New |
| 614 | ACTION POINT FINANCIAL PLANNING#614 · 299 sh | 299 | $7.4K | <0.01% | New |
| 615 | Walleye Capital#615 · 295 sh | 295 | $7.3K | 0.00% | -99.2% |
| 616 | Bruce G. Allen Investments#616 · 279 sh | 279 | $6.9K | <0.01% | +771.9% |
| 617 | High Note Wealth#617 · 278 sh | 278 | $6.9K | <0.01% | +35.0% |
| 618 | Marquette Asset Management#618 · 268 sh | 268 | $6.7K | — | +36.0% |
| 619 | TOEWS#619 · 259 sh | 259 | $6.4K | <0.01% | New |
| 620 | Avion Wealth#620 · 308 sh | 308 | $6.0K | <0.01% | +97.4% |
| 621 | Basecamp Wealth Advisors#621 · 239 sh | 239 | $5.9K | <0.01% | -83.2% |
| 622 | Rialto Wealth Management#622 · 236 sh | 236 | $5.9K | <0.01% | +210.5% |
| 623 | C M BIDWELL & ASSOCIATES LTD#623 · 223 sh | 223 | $5.5K | <0.01% | 0.0% |
| 624 | Harbor Asset Planning#624 · 208 sh | 208 | $5.2K | — | 0.0% |
| 625 | Ancora Advisors#625 · 200 sh | 200 | $5.0K | <0.01% | -69.0% |
| 626 | Strategic Investment Solutions#626 · 200 sh | 200 | $5.0K | <0.01% | 0.0% |
| 627 | Walleye Trading#627 · 189 sh | 189 | $4.7K | 0.00% | -92.9% |
| 628 | North Star Investment Management#628 · 186 sh | 186 | $4.6K | <0.01% | New |
| 629 | Private Wealth Management Group#629 · 178 sh | 178 | $4.4K | — | -14.8% |
| 630 | Evelyn Partners Group Ltd#630 · 170 sh | 170 | $4.2K | 0.00% | — |
| 631 | Synergy Investment Management#631 · 149 sh | 149 | $4.1K | <0.01% | +254.8% |
| 632 | J.Safra Asset Management#632 · 165 sh | 165 | $4.1K | <0.01% | 0.0% |
| 633 | PRIVATE NA#633 · 160 sh | 160 | $4.0K | — | +90.5% |
| 634 | MidFirst Bank#634 · 159 sh | 159 | $4.0K | <0.01% | 0.0% |
| 635 | Planning Strategies#635 · 151 sh | 151 | $3.8K | — | — |
| 636 | Creative Capital Management Investments#636 · 149 sh | 149 | $3.7K | <0.01% | New |
| 637 | Bell Investment Advisors#637 · 139 sh | 139 | $3.5K | <0.01% | +15.8% |
| 638 | Quarry#638 · 135 sh | 135 | $3.4K | <0.01% | -98.6% |
| 639 | Physician Wealth Advisors#639 · 132 sh | 132 | $3.3K | — | +24.5% |
| 640 | AMERIFLEX GROUP#640 · 129 sh | 129 | $3.2K | <0.01% | New |
| 641 | HIGHLINE WEALTH PARTNERS#641 · 125 sh | 125 | $3.1K | — | New |
| 642 | Merrithew & Thorsten#642 · 144 sh | 144 | $3.0K | <0.01% | +0.7% |
| 643 | BLUELINE ADVISORS#643 · 116 sh | 116 | $2.9K | — | 0.0% |
| 644 | Bogart Wealth#644 · 110 sh | 110 | $2.7K | <0.01% | +41.0% |
| 645 | AdvisorNet Financial#645 · 110 sh | 110 | $2.7K | — | -96.5% |
| 646 | DT Investment Partners#646 · 106 sh | 106 | $2.6K | — | 0.0% |
| 647 | GROUP ONE TRADING, L.P.#647 · 2,000 sh | 2,000 | $2.5K | 0.00% | -18.5% |
| 648 | Bay Harbor Wealth Management#648 · 101 sh | 101 | $2.5K | <0.01% | +134.9% |
| 649 | Concord Wealth Partners#649 · 100 sh | 100 | $2.5K | <0.01% | New |
| 650 | City State Bank#650 · 100 sh | 100 | $2.5K | — | 0.0% |
| 651 | Spire Wealth Management#651 · 94 sh | 94 | $2.3K | <0.01% | -8.7% |
| 652 | SHP Wealth Management#652 · 96 sh | 96 | $2.3K | <0.01% | +10.3% |
| 653 | DiNuzzo Private Wealth#653 · 90 sh | 90 | $2.2K | — | +3.4% |
| 654 | Signature Equity Partners#654 · 90 sh | 90 | $2.2K | <0.01% | -15.1% |
| 655 | Cornerstone Financial Management#655 · 75 sh | 75 | $1.9K | <0.01% | -26.5% |
| 656 | TD Capital Management#656 · 74 sh | 74 | $1.8K | <0.01% | 0.0% |
| 657 | Manchester Capital Management#657 · 74 sh | 74 | $1.8K | — | +27.6% |
| 658 | HFM Investment Advisors#658 · 69 sh | 69 | $1.7K | <0.01% | +885.7% |
| 659 | COMPASS FINANCIAL MANAGEMENT#659 · 65 sh | 65 | $1.6K | <0.01% | — |
| 660 | Crewe Advisors#660 · 63 sh | 63 | $1.6K | <0.01% | New |
| 661 | Ares Financial Consulting#661 · 58 sh | 58 | $1.4K | — | 0.0% |
| 662 | RAFFA WEALTH MANAGEMENT#662 · 52 sh | 52 | $1.3K | <0.01% | 0.0% |
| 663 | Bare Financial Services#663 · 51 sh | 51 | $1.3K | <0.01% | New |
| 664 | Activest Wealth Management#664 · 49 sh | 49 | $1.2K | — | New |
| 665 | VALLEY NATIONAL ADVISERS#665 · 49 sh | 49 | $1.2K | — | New |
| 666 | Kilter Group#666 · 48 sh | 48 | $1.2K | <0.01% | -64.7% |
| 667 | LRI Investments#667 · 46 sh | 46 | $1.1K | <0.01% | New |
| 668 | OF VERMONT#668 · 43 sh | 43 | $1.1K | — | — |
| 669 | Investors Portfolio Services#669 · 43 sh | 43 | $1.1K | <0.01% | 0.0% |
| 670 | Cassaday & Wealth Management#670 · 43 sh | 43 | $1.0K | 0.00% | -71.1% |
| 671 | IFG Advisory#671 · 41 sh | 41 | $1.0K | 0.00% | New |
| 672 | Smithfield#672 · 34 sh | 34 | $1.0K | 0.00% | 0.0% |
| 673 | CKW FINANCIAL GROUP#673 · 23 sh | 23 | $1.0K | <0.01% | New |
| 674 | American Capital Advisory#674 · 38 sh | 38 | $946.00 | <0.01% | +35.7% |
| 675 | Torren Management#675 · 34 sh | 34 | $846.00 | <0.01% | 0.0% |
| 676 | Oakmont Advisory Group#676 · 34 sh | 34 | $846.00 | <0.01% | New |
| 677 | Quaker Wealth Management#677 · 33 sh | 33 | $822.00 | — | +17.9% |
| 678 | Leo H. Evart#678 · 33 sh | 33 | $821.00 | <0.01% | 0.0% |
| 679 | Asset Dedication#679 · 32 sh | 32 | $797.00 | <0.01% | New |
| 680 | Elevated Capital Advisors#680 · 32 sh | 32 | $796.00 | <0.01% | 0.0% |
| 681 | WOLFF WIESE MAGANA#681 · 30 sh | 30 | $747.00 | — | 0.0% |
| 682 | Abound Wealth Management#682 · 30 sh | 30 | $747.00 | — | -69.1% |
| 683 | Rakuten Securities#683 · 30 sh | 30 | $747.00 | <0.01% | 0.0% |
| 684 | PROSPERITY BANCSHARES#684 · 29 sh | 29 | $722.00 | <0.01% | 0.0% |
| 685 | NVWM#685 · 29 sh | 29 | $722.00 | — | -40.8% |
| 686 | Continuum Advisory#686 · 29 sh | 29 | $722.00 | <0.01% | New |
| 687 | Wealth Enhancement Services#687 · 29 sh | 29 | $722.00 | — | 0.0% |
| 688 | Principia Wealth Advisory#688 · 28 sh | 28 | $697.00 | <0.01% | +7.7% |
| 689 | First Command Advisory Services#689 · 24 sh | 24 | $597.00 | 0.00% | -31.4% |
| 690 | Essential Partners#690 · 43 sh | 43 | $597.00 | — | 0.0% |
| 691 | FINANCIAL CONSULATE#691 · 22 sh | 22 | $548.00 | — | New |
| 692 | Mosley Wealth Management#692 · 22 sh | 22 | $548.00 | — | New |
| 693 | SouthState Bank#693 · 22 sh | 22 | $548.00 | 0.00% | +340.0% |
| 694 | Prestige Wealth Management Group#694 · 21 sh | 21 | $523.00 | <0.01% | 0.0% |
| 695 | Accordant Advisory Group#695 · 21 sh | 21 | $523.00 | <0.01% | 0.0% |
| 696 | Provenance Wealth Advisors#696 · 20 sh | 20 | $498.00 | 0.00% | New |
| 697 | DecisionPoint Financial#697 · 18 sh | 18 | $470.00 | <0.01% | New |
| 698 | Cordant#698 · 16 sh | 16 | $403.00 | <0.01% | New |
| 699 | MOTCO#699 · 13 sh | 13 | $324.00 | 0.00% | New |
| 700 | CREATIVE FINANCIAL DESIGNS#700 · 11 sh | 11 | $274.00 | 0.00% | -31.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.