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Avior Wealth Management’s Gen Digital GEN Stock Holding History

Avior Wealth Management’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
-2,750
Closed -$75.3K – 1360
2024
Q4 		$75.3K Sell
2,750
-90
-3% -$2.59K ﹤0.01% 992
2024
Q3 		$77.9K Buy
2,840
+145
+5% +$3.72K ﹤0.01% 959
2024
Q2 		$67.3K Buy
2,695
+98
+4% +$2.24K ﹤0.01% 991
2024
Q1 		$58.2K Buy
+2,597
New +$57.6K ﹤0.01% 1186
2021
Q1 		– Sell
-371
Closed -$7K – 1061
2020
Q4 		$7K Buy
371
+1
+0.3% +$20 ﹤0.01% 754
2020
Q3 		$7K Buy
+370
New +$8.01K ﹤0.01% 723

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

Avior Wealth Management's GEN Position: Q1 2025 in Review

Avior Wealth Management sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 2,750 shares — an estimated $75.3K sold.

Avior Wealth Management first reported a position in GEN in Q3 2020 and held it in 6 quarters. The position peaked at $77.9K in Q3 2024. 645 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Avior Wealth Management reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,750 Gen Digital shares in Q1 2025, an estimated $75.3K.
  • Avior Wealth Management first reported a position in Gen Digital in Q3 2020 and held it in 6 quarters.
  • Avior Wealth Management's Gen Digital position peaked at $77.9K in Q3 2024.
  • 645 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.