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Estate Counselors’s Gen Digital GEN Stock Holding History

Estate Counselors’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
Q1 		– Sell
-69,690
Closed -$1.91M – 104
2024
Q4 		$1.91M Hold
69,690
– – 0.2% 60
2024
Q3 		$1.91M Hold
69,690
– – 0.2% 46
2024
Q2 		$1.74M Sell
69,690
-310
-0.4% -$7.09K 0.19% 51
2024
Q1 		$1.57M Buy
+70,000
New +$1.55M 0.18% 69

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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Estate Counselors's GEN Position: Q1 2025 in Review

Estate Counselors sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 69,690 shares — an estimated $1.91M sold.

Estate Counselors first reported a position in GEN in Q1 2024 and held it in 4 quarters. The position peaked at $1.91M in Q3 2024. 647 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Estate Counselors reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Estate Counselors sold 69,690 Gen Digital shares in Q1 2025, an estimated $1.91M.
  • Estate Counselors first reported a position in Gen Digital in Q1 2024 and held it in 4 quarters.
  • Estate Counselors's Gen Digital position peaked at $1.91M in Q3 2024.
  • 647 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.