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Hershey Financial Advisers’s Gen Digital GEN Stock Holding History

Hershey Financial Advisers’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 		– Sell
-35,573
Closed -$1.05M – 82
2025
Q2 		$1.05M Buy
+35,573
New +$972K 0.94% 45

Other funds holding GEN

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Hershey Financial Advisers's GEN Position: Q3 2025 in Review

Hershey Financial Advisers sold out of Gen Digital (GEN) in Q3 2025, closing a stake of 35,573 shares — an estimated $1.05M sold.

Hershey Financial Advisers first reported a position in GEN in Q2 2025 and held it in 1 quarter. The position peaked at $1.05M in Q2 2025. 675 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

  • Hershey Financial Advisers reported no remaining Gen Digital position as of Q3 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 35,573 Gen Digital shares in Q3 2025, an estimated $1.05M.
  • Hershey Financial Advisers first reported a position in Gen Digital in Q2 2025 and held it in 1 quarter.
  • Hershey Financial Advisers's Gen Digital position peaked at $1.05M in Q2 2025.
  • 675 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on Hershey Financial Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.