GLLW
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Graves Light Lenhart Wealth’s Gen Digital GEN Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-129
Closed -$3K – 320
2022
Q2 		$3K Hold
129
– – ﹤0.01% 561
2022
Q1 		$3K Hold
129
– – ﹤0.01% 613
2021
Q4 		$3K Hold
129
– – ﹤0.01% 679
2021
Q3 		$3K Hold
129
– – ﹤0.01% 663
2021
Q2 		$4K Hold
129
– – ﹤0.01% 647
2021
Q1 		$3K Hold
129
– – ﹤0.01% 667
2020
Q4 		$3K Buy
+129
New +$2.6K ﹤0.01% 647

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return