Focused Wealth Management’s Gen Digital GEN Stock Holding History

Focused Wealth Management’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
2024 Q1	–	Sell	-53	Closed	-$1.22K	–	485
2023 Q4	$1.22K	Hold	53	–	–	﹤0.01%	835
2023 Q3	$939	Hold	53	–	–	﹤0.01%	853
2023 Q2	$986	Hold	53	–	–	﹤0.01%	884
2023 Q1	$906	Buy	53 +1	+2%	+$20	﹤0.01%	882
2022 Q4	$1.12K	Hold	52	–	–	﹤0.01%	857
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	843
2022 Q2	$1K	Buy	52 +1	+2%	+$25	﹤0.01%	824
2022 Q1	$1K	Hold	51	–	–	﹤0.01%	879
2021 Q4	$1K	Hold	51	–	–	﹤0.01%	882
2021 Q3	$1K	Buy	+51	New	+$1.33K	﹤0.01%	889
2020 Q1	–	Sell	-28	Closed	-$1K	–	730
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	671
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	661
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	693
2019 Q1	$1K	Hold	28	–	–	﹤0.01%	648
2018 Q4	$1K	Buy	+28	New	+$579	﹤0.01%	644

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

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Boston Partners

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return