DWM
GEN icon

Doyle Wealth Management’s Gen Digital GEN Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-200
Closed -$4K – 401
2019
Q2 		$4K Buy
+200
New +$4.3K ﹤0.01% 750
2019
Q1 		– Sell
-200
Closed -$4K – 386
2018
Q4 		$4K Buy
+200
New +$4.13K ﹤0.01% 748

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Doyle Wealth Management's GEN Position: Q3 2019 in Review

Doyle Wealth Management sold out of Gen Digital (GEN) in Q3 2019, closing a stake of 200 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in GEN in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 499 funds tracked by Wall St. Rank hold GEN as of Q3 2019.

  • Doyle Wealth Management reported no remaining Gen Digital position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 Gen Digital shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in Gen Digital in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Gen Digital position peaked at $4K in Q2 2019.
  • 499 funds tracked by Wall St. Rank held Gen Digital as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.