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Impact Partnership Wealth’s Gen Digital GEN Stock Holding History

Impact Partnership 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
2024
Q4 		– Sell
-12,865
Closed -$353K – 308
2024
Q3 		$353K Buy
+12,865
New +$330K 0.08% 152
2023
Q3 		– Sell
-806
Closed -$14.9K – 1083
2023
Q2 		$14.9K Buy
+806
New +$14.1K 0.01% 380

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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Impact Partnership Wealth's GEN Position: Q4 2024 in Review

Impact Partnership Wealth sold out of Gen Digital (GEN) in Q4 2024, closing a stake of 12,865 shares — an estimated $353K sold.

Impact Partnership Wealth first reported a position in GEN in Q2 2023 and held it in 2 quarters. The position peaked at $353K in Q3 2024. 657 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • Impact Partnership Wealth reported no remaining Gen Digital position as of Q4 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 12,865 Gen Digital shares in Q4 2024, an estimated $353K.
  • Impact Partnership Wealth first reported a position in Gen Digital in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Gen Digital position peaked at $353K in Q3 2024.
  • 657 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Impact Partnership Wealth's 13F filing for Q4 2024, filed 21 Jan 2025.