Credential Securities’s Gen Digital GEN Stock Holding History

Credential Securities’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
2017 Q1	–	Sell	-25,890	Closed	-$619K	–	269
2016 Q4	$619K	Sell	25,890 -369	-1%	-$9.06K	0.25%	102
2016 Q3	$659K	Buy	26,259 +362	+1%	+$8.23K	0.3%	96
2016 Q2	$532K	Buy	25,897 +1,153	+5%	+$20.8K	0.28%	107
2016 Q1	$455K	Buy	+24,744	New	+$476K	0.26%	111

Other funds holding GEN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Credential Securities's GEN Position: Q1 2017 in Review

Credential Securities sold out of Gen Digital (GEN) in Q1 2017, closing a stake of 25,890 shares — an estimated $619K sold.

Credential Securities first reported a position in GEN in Q1 2016 and held it in 4 quarters. The position peaked at $659K in Q3 2016. 526 funds tracked by Wall St. Rank hold GEN as of Q1 2017.

Credential Securities reported no remaining Gen Digital position as of Q1 2017 after selling out during the quarter.
Credential Securities sold 25,890 Gen Digital shares in Q1 2017, an estimated $619K.
Credential Securities first reported a position in Gen Digital in Q1 2016 and held it in 4 quarters.
Credential Securities's Gen Digital position peaked at $659K in Q3 2016.
526 funds tracked by Wall St. Rank held Gen Digital as of Q1 2017.

Based on Credential Securities's 13F filing for Q1 2017, filed 21 Jul 2025.