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Ameritas Advisory Services’s Gen Digital GEN Stock Holding History

Ameritas Advisory Services’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-168
Closed -$4.77K – 1394
2025
Q3 		$4.77K Sell
168
-290
-63% -$8.67K ﹤0.01% 1845
2025
Q2 		$13.5K Buy
+458
New +$12.5K ﹤0.01% 1904
2023
Q2 		– Sell
-579
Closed -$10K – 1325
2023
Q1 		$10K Buy
+579
New +$11.6K ﹤0.01% 1889

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ameritas Advisory Services's GEN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 168 shares — an estimated $4.77K sold.

Ameritas Advisory Services first reported a position in GEN in Q1 2023 and held it in 3 quarters. The position peaked at $13.5K in Q2 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 168 Gen Digital shares in Q4 2025, an estimated $4.77K.
  • Ameritas Advisory Services first reported a position in Gen Digital in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Gen Digital position peaked at $13.5K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.