Crews Bank & Trust’s Gen Digital GEN Stock Holding History

Crews Bank & Trust’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 Q1	–	Sell	-850	Closed	-$23.3K	–	618
2024 Q4	$23.3K	Buy	+850	New	+$24.4K	﹤0.01%	432

Other funds holding GEN

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Crews Bank & Trust's GEN Position: Q1 2025 in Review

Crews Bank & Trust sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 850 shares — an estimated $23.3K sold.

Crews Bank & Trust first reported a position in GEN in Q4 2024 and held it in 1 quarter. The position peaked at $23.3K in Q4 2024. 643 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

Crews Bank & Trust reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
Crews Bank & Trust sold 850 Gen Digital shares in Q1 2025, an estimated $23.3K.
Crews Bank & Trust first reported a position in Gen Digital in Q4 2024 and held it in 1 quarter.
Crews Bank & Trust's Gen Digital position peaked at $23.3K in Q4 2024.
643 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Crews Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.