Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

GEN holding history

Gen Digital Inc. in every 13F filed by Marshall Financial Group 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 (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of GEN by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−35,265−100.0%	Sold out	Holders
Q3 2025	35,265	$1.00M	0.2%	+1,608+4.8%	Added	Holders
Q2 2025	33,657	$1.01M	0.2%	+33,657	New	Holders