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Householder Group Estate & Retirement Specialist’s Gen Digital GEN Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-77
Closed -$2K – 788
2024
Q3 		$2K Hold
77
– – ﹤0.01% 1037
2024
Q2 		$1K Buy
77
+1
+1% +$23 ﹤0.01% 1132
2024
Q1 		$1.72K Hold
76
– – ﹤0.01% 1068
2023
Q4 		$1K Sell
76
-1,990
-96% -$39.4K ﹤0.01% 1064
2023
Q3 		$36.5K Buy
+2,066
New +$40.3K 0.01% 511
2023
Q1 		$35K Buy
+2,066
New +$41.5K 0.01% 513
2022
Q4 		– Sell
-2,064
Closed -$41K – 606
2022
Q3 		$41K Buy
+2,064
New +$47.7K 0.02% 437

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GEN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Gen Digital (GEN) in Q4 2024, closing a stake of 77 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in GEN in Q3 2022 and held it in 7 quarters. The position peaked at $41K in Q3 2022. 654 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Gen Digital position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 77 Gen Digital shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Gen Digital in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Gen Digital position peaked at $41K in Q3 2022.
  • 654 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.