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Cassady Schiller Wealth Management’s Gen Digital GEN Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.59K Buy
+58
New +$1.67K ﹤0.01% 646
2022
Q1 		– Sell
-10
Closed – – 295
2021
Q4 		$0 Buy
+10
New +$253 ﹤0.01% 587

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cassady Schiller Wealth Management's GEN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Gen Digital (GEN) in Q4 2024: 58 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in GEN as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in GEN in Q4 2021 and has held it in 2 quarters since. 653 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • Cassady Schiller Wealth Management held 58 shares of Gen Digital worth $1.59K as of Q4 2024.
  • Gen Digital was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Gen Digital made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #646 holding.
  • Cassady Schiller Wealth Management first reported a position in Gen Digital in Q4 2021 and has held it in 2 quarters since.
  • 653 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.