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Freedom Investment Management’s Gen Digital GEN Stock Holding History

Freedom Investment 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
Q4 		– Sell
-7,337
Closed -$201K – 777
2024
Q3 		$201K Buy
+7,337
New +$188K 0.02% 719
2024
Q2 		– Sell
-9,521
Closed -$213K – 821
2024
Q1 		$213K Sell
9,521
-360
-4% -$7.98K 0.02% 727
2023
Q4 		$225K Sell
9,881
-889
-8% -$17.6K 0.02% 679
2023
Q3 		$190K Sell
10,770
-2,217
-17% -$43.3K 0.02% 631
2023
Q2 		$241K Sell
12,987
-479
-4% -$8.38K 0.03% 607
2023
Q1 		$310K Sell
13,466
-6,141
-31% -$123K 0.04% 541
2022
Q4 		$451K Sell
19,607
-975
-5% -$21.5K 0.05% 465
2022
Q3 		$415K Sell
20,582
-775
-4% -$17.9K 0.05% 478
2022
Q2 		$469K Buy
21,357
+4,531
+27% +$111K 0.05% 472
2022
Q1 		$446K Buy
16,826
+459
+3% +$12.6K 0.04% 497
2021
Q4 		$425K Sell
16,367
-743
-4% -$18.8K 0.03% 576
2021
Q3 		$433K Sell
17,110
-2,627
-13% -$68.4K 0.03% 541
2021
Q2 		$537K Sell
19,737
-1,053
-5% -$26.2K 0.04% 518
2021
Q1 		$442K Buy
+20,790
New +$436K 0.03% 572

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 $3.37T AUM 44.26% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Freedom Investment Management's GEN Position: Q4 2024 in Review

Freedom Investment Management sold out of Gen Digital (GEN) in Q4 2024, closing a stake of 7,337 shares — an estimated $201K sold.

Freedom Investment Management first reported a position in GEN in Q1 2021 and held it in 14 quarters. The position peaked at $537K in Q2 2021. 655 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • Freedom Investment Management reported no remaining Gen Digital position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 7,337 Gen Digital shares in Q4 2024, an estimated $201K.
  • Freedom Investment Management first reported a position in Gen Digital in Q1 2021 and held it in 14 quarters.
  • Freedom Investment Management's Gen Digital position peaked at $537K in Q2 2021.
  • 655 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.