Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

GEN holding history

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

GEN overview All 13F holders of GEN Full Q2 2026 holdings

Shares (Q2 2026): 11,530
Value: $287.0K
% of portfolio: <0.1%
Quarters held: 20; Since Q2 2021

Holdings of GEN by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,530	$287.0K	<0.1%	−1,099−8.7%	Reduced	Holders
Q1 2026	12,629	$237.8K	<0.1%	+3,106+32.6%	Added	Holders
Q4 2025	9,523	$258.9K	<0.1%	+1,196+14.4%	Added	Holders
Q3 2025	8,327	$236.4K	<0.1%	−1,178−12.4%	Reduced	Holders
Q2 2025	9,505	$279.4K	<0.1%	+357+3.9%	Added	Holders
Q1 2025	9,148	$242.8K	<0.1%	+65+0.7%	Added	Holders
Q4 2024	9,083	$248.7K	<0.1%	−804−8.1%	Reduced	Holders
Q3 2024	9,887	$271.2K	<0.1%	−267−2.6%	Reduced	Holders
Q2 2024	10,154	$253.7K	<0.1%	−1,220−10.7%	Reduced	Holders
Q1 2024	11,374	$254.8K	<0.1%	+1,905+20.1%	Added	Holders
Q4 2023	9,469	$216.1K	<0.1%	+9,469	New	Holders
Q3 2023	0	$0	0.0%	−11,450−100.0%	Sold out	Holders
Q2 2023	11,450	$212.4K	<0.1%	−4,907−30.0%	Reduced	Holders
Q1 2023	16,357	$280.7K	<0.1%	−3,127−16.0%	Reduced	Holders
Q4 2022	19,484	$417.5K	<0.1%	+639+3.4%	Added	Holders
Q3 2022	18,845	$376.0K	<0.1%	+2,693+16.7%	Added	Holders
Q2 2022	16,152	$353.0K	<0.1%	−5,321−24.8%	Reduced	Holders
Q1 2022	21,473	$569.0K	<0.1%	+5,132+31.4%	Added	Holders
Q4 2021	16,341	$425.0K	<0.1%	+207+1.3%	Added	Holders
Q3 2021	16,134	$408.0K	<0.1%	−3,930−19.6%	Reduced	Holders
Q2 2021	20,064	$546.0K	<0.1%	+20,064	New	Holders