Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

GEN holding history

Gen Digital Inc. in every 13F filed by Bartlett & Co. Wealth Management 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 (Q2 2026): 388
Value: $9.66K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of GEN by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	388	$9.66K	<0.1%	+46+13.5%	Added	Holders
Q1 2026	342	$6.71K	<0.1%	+342	New	Holders
Q2 2025	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q1 2025	7	$186	<0.1%	+7	New	Holders