Gen Digital Inc.
MX ˙ BMV ˙ US6687711084
SecurityMX:GEN / Gen Digital Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership157,513 shares
Latest Disclosed Value $ 2,965,960
Arkadios Wealth Advisors reports 15.07% increase in ownership of GEN / Gen Digital Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 157,513 shares of Gen Digital Inc. (MX:GEN) valued at $2,965,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 136,887 shares of Gen Digital Inc.. This represents a change in shares of 15.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F GEN DIGITAL INC COM Stock 668771108 157,513 20,626 15.07 2,966 -20.32 0.0312
2026-02-13 2025-12-31 13F GEN DIGITAL INC COM Stock 668771108 136,887 -429 -0.31 3,722 -4.54 0.0722
2025-10-29 2025-09-30 13F GEN DIGITAL INC COM Stock 668771108 137,316 32,104 30.51 3,898 26.03 0.0935
2025-08-04 2025-06-30 13F GEN DIGITAL INC COM Stock 668771108 105,212 90,311 606.07 3,093 683.04 0.0912
2025-05-08 2025-03-31 13F GEN DIGITAL INC COM Stock 668771108 14,901 14,901 395 0.0149
2022-05-02 2022-03-31 13F NORTONLIFELOCK INC COM Stock 668771108 0 -9,311 -100.00 0 0.0000
2022-02-03 2021-12-31 13F NORTONLIFELOCK INC COM Stock 668771108 9,311 -4,781 -33.93 0 0.0321
2021-10-19 2021-09-30 13F NORTONLIFELOCK INC COM Stock 668771108 14,092 2 0.01 0 0.0513
2021-07-28 2021-06-30 13F NORTONLIFELOCK INC COM Stock 668771108 14,090 13,402 1,947.97 0 0.0467
2021-04-26 2021-03-31 13F NORTONLIFELOCK INC COM Stock 668771108 688 688 0 0.0023
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.