CCM Investment Group’s Gen Digital GEN Stock Holding History

CCM Investment Group’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	-28,189	Closed	-$772K	–	219
2024 Q4	$772K	Buy	+28,189	New	+$810K	0.08%	139

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

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

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

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

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

CCM Investment Group's GEN Position: Q1 2025 in Review

CCM Investment Group sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 28,189 shares — an estimated $772K sold.

CCM Investment Group first reported a position in GEN in Q4 2024 and held it in 1 quarter. The position peaked at $772K in Q4 2024. 643 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

CCM Investment Group reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
CCM Investment Group sold 28,189 Gen Digital shares in Q1 2025, an estimated $772K.
CCM Investment Group first reported a position in Gen Digital in Q4 2024 and held it in 1 quarter.
CCM Investment Group's Gen Digital position peaked at $772K in Q4 2024.
643 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.