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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

GEN holding history

Gen Digital Inc. in every 13F filed by Avion Wealth, 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)
276
Value
$6.00K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2023
Holdings of GEN by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026276$6.00K<0.1%+152+122.6%AddedHolders
Q1 2026124$2.00K<0.1%+105+552.6%AddedHolders
Q4 202519$00.0%+2+11.8%AddedHolders
Q3 202517$00.0%+17NewHolders
Q2 20250$00.0%−20−100.0%Sold outHolders
Q1 202520$00.0%+20NewHolders
Q4 20240$00.0%−20−100.0%Sold outHolders
Q3 202420$00.0%+20NewHolders
Q4 20230$00.0%−26−100.0%Sold outHolders
Q3 202326$00.0%+26NewHolders
Q2 20230$00.0%−22−100.0%Sold outHolders
Q1 202322$00.0%+22NewHolders