EW
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Evoke Wealth’s Gen Digital GEN Stock Holding History

Evoke 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
2022
Q3 		– Sell
-90
Closed -$2K – 1208
2022
Q2 		$2K Buy
90
+73
+429% +$1.79K ﹤0.01% 1043
2022
Q1 		$0 Hold
17
– – ﹤0.01% 1200
2021
Q4 		$0 Hold
17
– – ﹤0.01% 1210
2021
Q3 		$0 Hold
17
– – ﹤0.01% 1172
2021
Q2 		$463K Hold
17
– – 0.02% 244
2021
Q1 		$0 Sell
17
-227
-93% -$4.76K ﹤0.01% 1182
2020
Q4 		$5K Sell
244
-168
-41% -$3.39K ﹤0.01% 713
2020
Q3 		$9K Buy
412
+202
+96% +$4.37K ﹤0.01% 577
2020
Q2 		$4K Buy
210
+142
+209% +$2.89K ﹤0.01% 721
2020
Q1 		$1.28K Sell
68
-151
-69% -$3.27K ﹤0.01% 890
2019
Q4 		$5.58K Buy
219
+139
+174% +$3.4K ﹤0.01% 889
2019
Q3 		$1.9K Buy
+80
New +$1.87K ﹤0.01% 1214

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return