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Halbert Hargrove Global Advisors’s Gen Digital GEN Stock Holding History

Halbert Hargrove Global Advisors’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
-35
Closed -$994 – 516
2025
Q3 		$994 Buy
+35
New +$1.05K ﹤0.01% 666
2025
Q2 		– Sell
-11
Closed -$291 – 446
2025
Q1 		$291 Buy
+11
New +$301 ﹤0.01% 560

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's GEN Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 35 shares — an estimated $994 sold.

Halbert Hargrove Global Advisors first reported a position in GEN in Q1 2025 and held it in 2 quarters. The position peaked at $994 in Q3 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 35 Gen Digital shares in Q4 2025, an estimated $994.
  • Halbert Hargrove Global Advisors first reported a position in Gen Digital in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Gen Digital position peaked at $994 in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.