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Golden State Wealth Management’s Gen Digital GEN Stock Holding History

Golden State 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
2020
Q2 		– Sell
-287
Closed -$5K – 464
2020
Q1 		$5K Buy
+287
New +$6.21K ﹤0.01% 733
2019
Q4 		– Sell
-214
Closed -$5K – 389
2019
Q3 		$5K Hold
214
– – ﹤0.01% 855
2019
Q2 		$4K Hold
214
– – ﹤0.01% 900
2019
Q1 		$5K Buy
+214
New +$4.66K ﹤0.01% 901

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Golden State Wealth Management's GEN Position: Q2 2020 in Review

Golden State Wealth Management sold out of Gen Digital (GEN) in Q2 2020, closing a stake of 287 shares — an estimated $5K sold.

Golden State Wealth Management first reported a position in GEN in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2020. 514 funds tracked by Wall St. Rank hold GEN as of Q2 2020.

  • Golden State Wealth Management reported no remaining Gen Digital position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 287 Gen Digital shares in Q2 2020, an estimated $5K.
  • Golden State Wealth Management first reported a position in Gen Digital in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Gen Digital position peaked at $5K in Q1 2020.
  • 514 funds tracked by Wall St. Rank held Gen Digital as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.