Innovative Advisory Group, LLC

SEC CIK: 0002156202
Latest filing: Sep 21, 2026

SEC filings (opens in a new tab)

GEN holding history

Gen Digital Inc. in every 13F filed by Innovative Advisory 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 (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of GEN by Innovative Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−19−100.0%	Sold out	Holders
Q2 2025	19	$564	<0.1%	00.0%	Unchanged	Holders
Q1 2025	19	$507	<0.1%	00.0%	Unchanged	Holders
Q4 2024	19	$521	<0.1%	–	No prior filing	Holders