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Cetera Advisors’s Gen Digital GEN Stock Holding History

Cetera Advisors’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
Q1 		$384K Buy
17,124
+1,912
+13% +$42.4K ﹤0.01% 1781
2023
Q4 		$347K Buy
15,212
+1,376
+10% +$27.3K ﹤0.01% 1335
2023
Q3 		$245K Buy
+13,836
New +$270K ﹤0.01% 1435

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisors's GEN Position: Q1 2024 in Review

Cetera Advisors increased its Gen Digital (GEN) stake by 13% in Q1 2024, buying an estimated $42.4K and bringing the position to 17,124 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Cetera Advisors first reported a position in GEN in Q3 2023 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold GEN as of Q1 2024.

  • Cetera Advisors held 17,124 shares of Gen Digital worth $384K as of Q1 2024.
  • Cetera Advisors bought 1,912 Gen Digital shares in Q1 2024, an estimated $42.4K.
  • Gen Digital made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1781 holding.
  • Cetera Advisors first reported a position in Gen Digital in Q3 2023 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Gen Digital as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.