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Fiduciary Financial Group’s Gen Digital GEN Stock Holding History

Fiduciary Financial Group’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
-14,955
Closed -$402K – 300
2024
Q4 		$402K Sell
14,955
-927
-6% -$26.7K 0.09% 140
2024
Q3 		$435K Buy
15,882
+837
+6% +$21.5K 0.1% 125
2024
Q2 		$385K Buy
+15,045
New +$344K 0.09% 136

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

Fiduciary Financial Group's GEN Position: Q1 2025 in Review

Fiduciary Financial Group sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 14,955 shares — an estimated $402K sold.

Fiduciary Financial Group first reported a position in GEN in Q2 2024 and held it in 3 quarters. The position peaked at $435K in Q3 2024. 647 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Fiduciary Financial Group reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 14,955 Gen Digital shares in Q1 2025, an estimated $402K.
  • Fiduciary Financial Group first reported a position in Gen Digital in Q2 2024 and held it in 3 quarters.
  • Fiduciary Financial Group's Gen Digital position peaked at $435K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Fiduciary Financial Group's 13F filing for Q1 2025, filed 15 Apr 2025.