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	–	384
2020 Q4	$460K	Buy	+22,139	New	+$447K	0.04%	197

Other funds holding GEN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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 $431B AUM 30.22% 1-Year Est. Return

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

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

Geode Capital Management

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

First Trust Advisors

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return