FWM
GEN icon

FSA Wealth Management’s Gen Digital GEN Stock Holding History

FSA 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
2025
Q3 		$4.26K Hold
150
– – ﹤0.01% 425
2025
Q2 		$4.41K Hold
150
– – ﹤0.01% 403
2025
Q1 		$3.98K Hold
150
– – ﹤0.01% 376
2024
Q4 		$4.11K Hold
150
– – ﹤0.01% 412
2024
Q3 		$4.12K Buy
+150
New +$3.85K ﹤0.01% 424
2024
Q1 		$3.36K Hold
150
– – ﹤0.01% 494
2023
Q4 		$3K Buy
+150
New +$2.97K ﹤0.01% 489

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FSA Wealth Management's GEN Position: Q3 2025 in Review

FSA Wealth Management held its Gen Digital (GEN) position steady in Q3 2025 at 150 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

FSA Wealth Management first reported a position in GEN in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.41K in Q2 2025. 675 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

  • FSA Wealth Management held 150 shares of Gen Digital worth $4.26K as of Q3 2025.
  • FSA Wealth Management left its Gen Digital share count unchanged in Q3 2025.
  • Gen Digital made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #425 holding.
  • FSA Wealth Management first reported a position in Gen Digital in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Gen Digital position peaked at $4.41K in Q2 2025.
  • 675 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.