Evergreen Private Wealth’s Gen Digital GEN Stock Holding History

Evergreen Private Wealth’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 Q3	–	Sell	-81	Closed	-$2.38K	–	264
2025 Q2	$2.38K	Buy	+81	New	+$2.21K	﹤0.01%	234

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Evergreen Private Wealth's GEN Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Gen Digital (GEN) in Q3 2025, closing a stake of 81 shares — an estimated $2.38K sold.

Evergreen Private Wealth first reported a position in GEN in Q2 2025 and held it in 1 quarter. The position peaked at $2.38K in Q2 2025. 675 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

Evergreen Private Wealth reported no remaining Gen Digital position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 81 Gen Digital shares in Q3 2025, an estimated $2.38K.
Evergreen Private Wealth first reported a position in Gen Digital in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's Gen Digital position peaked at $2.38K in Q2 2025.
675 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.