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Contravisory Investment Management’s Gen Digital GEN Stock Holding History

Contravisory Investment 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
Q4 		– Sell
-33,881
Closed -$962K – 390
2025
Q3 		$962K Buy
+33,881
New +$1.01M 0.19% 71
2018
Q1 		– Sell
-113
Closed -$3K – 379
2017
Q4 		$3K Hold
113
– – ﹤0.01% 313
2017
Q3 		$4K Buy
+113
New +$3.44K ﹤0.01% 303

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 $3.38T AUM 44.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Contravisory Investment Management's GEN Position: Q4 2025 in Review

Contravisory Investment Management sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 33,881 shares — an estimated $962K sold.

Contravisory Investment Management first reported a position in GEN in Q3 2017 and held it in 3 quarters. The position peaked at $962K in Q3 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Contravisory Investment Management reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 33,881 Gen Digital shares in Q4 2025, an estimated $962K.
  • Contravisory Investment Management first reported a position in Gen Digital in Q3 2017 and held it in 3 quarters.
  • Contravisory Investment Management's Gen Digital position peaked at $962K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Contravisory Investment Management's 13F filing for Q4 2025, filed 12 Jan 2026.