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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

GEN holding history

Gen Digital Inc. in every 13F filed by Lifeworks 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)
226,105
Value
$5.63M
% of portfolio
0.6%
Quarters held
7
Since Q1 2023
Holdings of GEN by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026226,105$5.63M0.6%−8,228−3.5%ReducedHolders
Q1 2026234,333$4.41M0.6%+32,891+16.3%AddedHolders
Q4 2025201,442$5.48M0.7%−581−0.3%ReducedHolders
Q3 2025202,023$5.74M0.8%−11,321−5.3%ReducedHolders
Q2 2025213,344$6.27M0.9%+213,344NewHolders
Q3 20230$00.0%−13,841−100.0%Sold outHolders
Q2 202313,841$256.8K0.1%−123,773−89.9%ReducedHolders
Q1 2023137,614$2.36M1.1%+137,614NewHolders