Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Gen Digital GEN Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-8,415
Closed -$223K – 1582
2025
Q1 		$223K Sell
8,415
-2,166
-20% -$59.3K ﹤0.01% 1444
2024
Q4 		$290K Buy
10,581
+723
+7% +$20.8K ﹤0.01% 1523
2024
Q3 		$270K Sell
9,858
-3,631
-27% -$93.2K ﹤0.01% 1502
2024
Q2 		$337K Buy
13,489
+157
+1% +$3.59K ﹤0.01% 1317
2024
Q1 		$299K Buy
13,332
+1,910
+17% +$42.4K ﹤0.01% 1358
2023
Q4 		$261K Buy
+11,422
New +$226K ﹤0.01% 1368

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
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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Envestnet Portfolio Solutions's GEN Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Gen Digital (GEN) in Q2 2025, closing a stake of 8,415 shares — an estimated $223K sold.

Envestnet Portfolio Solutions first reported a position in GEN in Q4 2023 and held it in 6 quarters. The position peaked at $337K in Q2 2024. 656 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Gen Digital position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,415 Gen Digital shares in Q2 2025, an estimated $223K.
  • Envestnet Portfolio Solutions first reported a position in Gen Digital in Q4 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Gen Digital position peaked at $337K in Q2 2024.
  • 656 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.