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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

GEN holding history

Gen Digital Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GEN overviewAll 13F holders of GENFull Q2 2026 holdings

Shares (Q2 2026)
1,217
Value
$30.3K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of GEN by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,217$30.3K<0.1%+1,004+471.4%AddedHolders
Q1 2026213$4.01K<0.1%−2,050−90.6%ReducedHolders
Q4 20252,263$61.5K<0.1%+1,040+85.0%AddedHolders
Q3 20251,223$34.7K<0.1%+400+48.6%AddedHolders
Q2 2025823$24.2K<0.1%+752+1,059.2%AddedHolders
Q1 202571$1.89K<0.1%+59+491.7%AddedHolders
Q4 202412$329<0.1%−3,929−99.7%ReducedHolders
Q3 20243,941$108.1K<0.1%+3,941NewHolders