IRON Financial’s Gen Digital GEN Stock Holding History

IRON Financial’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	-7,815	Closed	-$214K	–	124
2024 Q4	$214K	Buy	7,815 +230	+3%	+$6.61K	0.12%	93
2024 Q3	$208K	Buy	+7,585	New	+$195K	0.11%	101

Other funds holding GEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

IRON Financial's GEN Position: Q1 2025 in Review

IRON Financial sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 7,815 shares — an estimated $214K sold.

IRON Financial first reported a position in GEN in Q3 2024 and held it in 2 quarters. The position peaked at $214K in Q4 2024. 645 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

IRON Financial reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
IRON Financial sold 7,815 Gen Digital shares in Q1 2025, an estimated $214K.
IRON Financial first reported a position in Gen Digital in Q3 2024 and held it in 2 quarters.
IRON Financial's Gen Digital position peaked at $214K in Q4 2024.
645 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on IRON Financial's 13F filing for Q1 2025, filed 25 Apr 2025.