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Congress Wealth Management’s Gen Digital GEN Stock Holding History

Congress 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
Q2 		$338K Buy
11,480
+2,657
+30% +$72.6K ﹤0.01% 1033
2025
Q1 		$234K Buy
8,823
+6
+0.1% +$164 ﹤0.01% 1002
2024
Q4 		$241K Sell
8,817
-143
-2% -$4.11K ﹤0.01% 813
2024
Q3 		$246K Sell
8,960
-472
-5% -$12.1K ﹤0.01% 778
2024
Q2 		$236K Sell
9,432
-303
-3% -$6.93K ﹤0.01% 665
2024
Q1 		$218K Buy
9,735
+479
+5% +$10.6K ﹤0.01% 561
2023
Q4 		$211K Buy
+9,256
New +$183K ﹤0.01% 589
2022
Q3 		– Sell
-9,434
Closed -$207K – 555
2022
Q2 		$207K Sell
9,434
-2
-0% -$49 0.01% 532
2022
Q1 		$250K Buy
+9,436
New +$259K 0.01% 543

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Congress Wealth Management's GEN Position: Q2 2025 in Review

Congress Wealth Management increased its Gen Digital (GEN) stake by 30% in Q2 2025, buying an estimated $72.6K and bringing the position to 11,480 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Congress Wealth Management first reported a position in GEN in Q1 2022 and has held it in 9 quarters since. 654 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

  • Congress Wealth Management held 11,480 shares of Gen Digital worth $338K as of Q2 2025.
  • Congress Wealth Management bought 2,657 Gen Digital shares in Q2 2025, an estimated $72.6K.
  • Gen Digital made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1033 holding.
  • Congress Wealth Management first reported a position in Gen Digital in Q1 2022 and has held it in 9 quarters since.
  • 654 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.