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Financial Advisors Network’s Gen Digital GEN Stock Holding History

Financial Advisors Network’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
-97,933
Closed -$2.68M – 192
2024
Q4 		$2.68M Buy
+97,933
New +$2.82M 0.45% 45

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Financial Advisors Network's GEN Position: Q1 2025 in Review

Financial Advisors Network sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 97,933 shares — an estimated $2.68M sold.

Financial Advisors Network first reported a position in GEN in Q4 2024 and held it in 1 quarter. The position peaked at $2.68M in Q4 2024. 643 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Financial Advisors Network reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Financial Advisors Network sold 97,933 Gen Digital shares in Q1 2025, an estimated $2.68M.
  • Financial Advisors Network first reported a position in Gen Digital in Q4 2024 and held it in 1 quarter.
  • Financial Advisors Network's Gen Digital position peaked at $2.68M in Q4 2024.
  • 643 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Financial Advisors Network's 13F filing for Q1 2025, filed 13 May 2025.