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GPS Wealth Strategies Group’s Gen Digital GEN Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-376
Closed -$10.7K – 954
2025
Q3 		$10.7K Buy
376
+1
+0.3% +$30 ﹤0.01% 1067
2025
Q2 		$11K Buy
375
+20
+6% +$547 ﹤0.01% 1004
2025
Q1 		$9.43K Buy
355
+5
+1% +$137 ﹤0.01% 1014
2024
Q4 		$9.58K Buy
350
+2
+0.6% +$58 ﹤0.01% 958
2024
Q3 		$9.56K Buy
348
+1
+0.3% +$26 ﹤0.01% 953
2024
Q2 		$8.66K Buy
+347
New +$7.94K ﹤0.01% 945

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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

GPS Wealth Strategies Group's GEN Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 376 shares — an estimated $10.7K sold.

GPS Wealth Strategies Group first reported a position in GEN in Q2 2024 and held it in 6 quarters. The position peaked at $11K in Q2 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 376 Gen Digital shares in Q4 2025, an estimated $10.7K.
  • GPS Wealth Strategies Group first reported a position in Gen Digital in Q2 2024 and held it in 6 quarters.
  • GPS Wealth Strategies Group's Gen Digital position peaked at $11K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.