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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

GEN holding history

Gen Digital Inc. in every 13F filed by Outlook Wealth 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)
9,596
Value
$238.8K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of GEN by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,596$238.8K0.1%+9,596NewHolders
Q1 20260$00.0%−9,413−100.0%Sold outHolders
Q4 20259,413$255.9K0.1%+167+1.8%AddedHolders
Q3 20259,246$262.5K0.1%+9,246NewHolders