DA
GEN icon

Denali Advisors’s Gen Digital GEN Stock Holding History

Denali Advisors’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
Q3 		– Sell
-12,700
Closed -$373K – 307
2025
Q2 		$373K Sell
12,700
-2,100
-14% -$57.4K 0.04% 262
2025
Q1 		$393K Buy
14,800
+1,100
+8% +$30.1K 0.04% 253
2024
Q4 		$375K Buy
+13,700
New +$394K 0.04% 252

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $432B 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Denali Advisors's GEN Position: Q3 2025 in Review

Denali Advisors sold out of Gen Digital (GEN) in Q3 2025, closing a stake of 12,700 shares — an estimated $373K sold.

Denali Advisors first reported a position in GEN in Q4 2024 and held it in 3 quarters. The position peaked at $393K in Q1 2025. 675 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

  • Denali Advisors reported no remaining Gen Digital position as of Q3 2025 after selling out during the quarter.
  • Denali Advisors sold 12,700 Gen Digital shares in Q3 2025, an estimated $373K.
  • Denali Advisors first reported a position in Gen Digital in Q4 2024 and held it in 3 quarters.
  • Denali Advisors's Gen Digital position peaked at $393K in Q1 2025.
  • 675 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on Denali Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.