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Hemington Wealth Management’s Gen Digital GEN Stock Holding History

Hemington 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
2025
Q3 		$24K Buy
864
+38
+5% +$1.14K ﹤0.01% 574
2025
Q2 		$24K Buy
826
+107
+15% +$2.92K ﹤0.01% 552
2025
Q1 		$19K Buy
719
+200
+39% +$5.48K ﹤0.01% 585
2024
Q4 		$14K Buy
519
+138
+36% +$3.97K ﹤0.01% 650
2024
Q3 		$11K Buy
+381
New +$9.78K ﹤0.01% 674

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Hemington Wealth Management's GEN Position: Q3 2025 in Review

Hemington Wealth Management increased its Gen Digital (GEN) stake by 4.6% in Q3 2025, buying an estimated $1.14K and bringing the position to 864 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Hemington Wealth Management first reported a position in GEN in Q3 2024 and has held it in 5 quarters since. 677 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

  • Hemington Wealth Management held 864 shares of Gen Digital worth $24K as of Q3 2025.
  • Hemington Wealth Management bought 38 Gen Digital shares in Q3 2025, an estimated $1.14K.
  • Gen Digital made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #574 holding.
  • Hemington Wealth Management first reported a position in Gen Digital in Q3 2024 and has held it in 5 quarters since.
  • 677 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.