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Coppell Advisory Solutions’s Gen Digital GEN Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-476
Closed -$229K – 385
2025
Q1 		$229K Sell
476
-293
-38% -$8.03K 0.03% 299
2024
Q4 		$21.1K Buy
769
+192
+33% +$5.52K ﹤0.01% 870
2024
Q3 		$15.9K Hold
577
– – ﹤0.01% 944
2024
Q2 		$14.4K Buy
+577
New +$13.2K ﹤0.01% 897
2023
Q4 		$13.2K Sell
577
-742
-56% -$14.7K ﹤0.01% 867
2023
Q3 		$28.3K Buy
1,319
+830
+170% +$16.2K 0.01% 441
2023
Q2 		$9.01K Buy
+489
New +$8.55K ﹤0.01% 722
2023
Q1 		– Sell
-1,319
Closed -$28.3K – 555
2022
Q4 		$28.3K Buy
+1,319
New +$29.1K 0.01% 443

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return