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Global Financial Private Client’s Gen Digital GEN Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-109
Closed -$2.89K – 750
2025
Q1 		$2.89K Buy
109
+78
+252% +$2.14K ﹤0.01% 783
2024
Q4 		$849 Buy
+31
New +$891 ﹤0.01% 812

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

Global Financial Private Client's GEN Position: Q2 2025 in Review

Global Financial Private Client sold out of Gen Digital (GEN) in Q2 2025, closing a stake of 109 shares — an estimated $2.89K sold.

Global Financial Private Client first reported a position in GEN in Q4 2024 and held it in 2 quarters. The position peaked at $2.89K in Q1 2025. 652 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

  • Global Financial Private Client reported no remaining Gen Digital position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 109 Gen Digital shares in Q2 2025, an estimated $2.89K.
  • Global Financial Private Client first reported a position in Gen Digital in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Gen Digital position peaked at $2.89K in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.