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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

GEN holding history

Gen Digital Inc. in every 13F filed by Valued 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2023
Holdings of GEN by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−7−100.0%Sold outHolders
Q1 20247$157<0.1%00.0%UnchangedHolders
Q4 20237$124<0.1%–No prior filingHolders