EQ Wealth Advisors’s Gen Digital GEN Stock Holding History

EQ Wealth 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 Q2	–	Sell	-54	Closed	-$1.43K	–	271
2025 Q1	$1.43K	Buy	+54	New	+$1.48K	﹤0.01%	217

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

EQ Wealth Advisors's GEN Position: Q2 2025 in Review

EQ Wealth Advisors sold out of Gen Digital (GEN) in Q2 2025, closing a stake of 54 shares — an estimated $1.43K sold.

EQ Wealth Advisors first reported a position in GEN in Q1 2025 and held it in 1 quarter. The position peaked at $1.43K in Q1 2025. 652 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

EQ Wealth Advisors reported no remaining Gen Digital position as of Q2 2025 after selling out during the quarter.
EQ Wealth Advisors sold 54 Gen Digital shares in Q2 2025, an estimated $1.43K.
EQ Wealth Advisors first reported a position in Gen Digital in Q1 2025 and held it in 1 quarter.
EQ Wealth Advisors's Gen Digital position peaked at $1.43K in Q1 2025.
652 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on EQ Wealth Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.