Skip to main content

Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

GEN holding history

Gen Digital Inc. in every 13F filed by Advisor OS, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2024
Holdings of GEN by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−22,439−100.0%Sold outHolders
Q4 202522,439$610.1K<0.1%−5,396−19.4%ReducedHolders
Q3 202527,835$790.2K0.1%−1,518−5.2%ReducedHolders
Q2 202529,353$863.0K0.1%−2,110−6.7%ReducedHolders
Q1 202531,463$835.0K0.1%+6,367+25.4%AddedHolders
Q4 202425,096$687.1K0.1%+25,096NewHolders