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Diversify Advisory Services’s Gen Digital GEN Stock Holding History

Diversify Advisory Services’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
-11,785
Closed -$310K – 931
2025
Q3 		$310K Sell
11,785
-8,019
-40% -$240K 0.01% 710
2025
Q2 		$631K Buy
+19,804
New +$541K 0.02% 459

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

Diversify Advisory Services's GEN Position: Q4 2025 in Review

Diversify Advisory Services sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 11,785 shares — an estimated $310K sold.

Diversify Advisory Services first reported a position in GEN in Q2 2025 and held it in 2 quarters. The position peaked at $631K in Q2 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Diversify Advisory Services reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 11,785 Gen Digital shares in Q4 2025, an estimated $310K.
  • Diversify Advisory Services first reported a position in Gen Digital in Q2 2025 and held it in 2 quarters.
  • Diversify Advisory Services's Gen Digital position peaked at $631K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.