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Inspire Investing’s Gen Digital GEN Stock Holding History

Inspire Investing’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
Q1 		– Sell
-63,724
Closed -$1.74M – 832
2024
Q4 		$1.74M Sell
63,724
-33,067
-34% -$951K 0.2% 120
2024
Q3 		$2.65M Sell
96,791
-4,843
-5% -$124K 0.27% 72
2024
Q2 		$2.54M Buy
101,634
+13,490
+15% +$309K 0.29% 77
2024
Q1 		$1.97M Buy
+88,144
New +$1.95M 0.2% 124

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Inspire Investing's GEN Position: Q1 2025 in Review

Inspire Investing sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 63,724 shares — an estimated $1.74M sold.

Inspire Investing first reported a position in GEN in Q1 2024 and held it in 4 quarters. The position peaked at $2.65M in Q3 2024. 647 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Inspire Investing reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Inspire Investing sold 63,724 Gen Digital shares in Q1 2025, an estimated $1.74M.
  • Inspire Investing first reported a position in Gen Digital in Q1 2024 and held it in 4 quarters.
  • Inspire Investing's Gen Digital position peaked at $2.65M in Q3 2024.
  • 647 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Inspire Investing's 13F filing for Q1 2025, filed 3 Jun 2025.