Atala Financial’s Gen Digital GEN Stock Holding History

Atala Financial’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 Q2	–	Sell	-190	Closed	-$5.04K	–	243
2025 Q1	$5.04K	Hold	190	–	–	﹤0.01%	415
2024 Q4	$5.2K	Buy	+190	New	+$5.46K	﹤0.01%	417

Other funds holding GEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Atala Financial's GEN Position: Q2 2025 in Review

Atala Financial sold out of Gen Digital (GEN) in Q2 2025, closing a stake of 190 shares — an estimated $5.04K sold.

Atala Financial first reported a position in GEN in Q4 2024 and held it in 2 quarters. The position peaked at $5.2K in Q4 2024. 652 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

Atala Financial reported no remaining Gen Digital position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 190 Gen Digital shares in Q2 2025, an estimated $5.04K.
Atala Financial first reported a position in Gen Digital in Q4 2024 and held it in 2 quarters.
Atala Financial's Gen Digital position peaked at $5.2K in Q4 2024.
652 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.