Claris Advisors’s Gen Digital GEN Stock Holding History

Claris 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 Q4	–	Sell	-30	Closed	-$823	–	489
2024 Q3	$823	Buy	+30	New	+$770	﹤0.01%	485

Other funds holding GEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Claris Advisors's GEN Position: Q4 2024 in Review

Claris Advisors sold out of Gen Digital (GEN) in Q4 2024, closing a stake of 30 shares — an estimated $823 sold.

Claris Advisors first reported a position in GEN in Q3 2024 and held it in 1 quarter. The position peaked at $823 in Q3 2024. 657 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

Claris Advisors reported no remaining Gen Digital position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 30 Gen Digital shares in Q4 2024, an estimated $823.
Claris Advisors first reported a position in Gen Digital in Q3 2024 and held it in 1 quarter.
Claris Advisors's Gen Digital position peaked at $823 in Q3 2024.
657 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.