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Avidian Wealth Enterprises’s Gen Digital GEN Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-10,740
Closed -$294K – 532
2024
Q4 		$294K Buy
10,740
+975
+10% +$28K 0.01% 400
2024
Q3 		$268K Buy
9,765
+153
+2% +$3.93K 0.01% 418
2024
Q2 		$240K Buy
+9,612
New +$220K 0.01% 441
2021
Q1 		– Sell
-22,139
Closed -$460K – 381
2020
Q4 		$460K Buy
+22,139
New +$447K 0.04% 197

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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Avidian Wealth Enterprises's GEN Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 10,740 shares — an estimated $294K sold.

Avidian Wealth Enterprises first reported a position in GEN in Q4 2020 and held it in 4 quarters. The position peaked at $460K in Q4 2020. 645 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Avidian Wealth Enterprises reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,740 Gen Digital shares in Q1 2025, an estimated $294K.
  • Avidian Wealth Enterprises first reported a position in Gen Digital in Q4 2020 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Gen Digital position peaked at $460K in Q4 2020.
  • 645 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.