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Janiczek Wealth Management’s Gen Digital GEN Stock Holding History

Janiczek Wealth Management’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
Q2 		$29.8K Hold
1,193
– – 0.01% 487
2024
Q1 		$26.7K Sell
1,193
-460
-28% -$10.2K 0.01% 520
2023
Q4 		$37.7K Sell
1,653
-2,223
-57% -$44K 0.01% 441
2023
Q3 		$68.5K Buy
+3,876
New +$75.6K 0.02% 316

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janiczek Wealth Management's GEN Position: Q2 2024 in Review

Janiczek Wealth Management held its Gen Digital (GEN) position steady in Q2 2024 at 1,193 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #487.

Janiczek Wealth Management first reported a position in GEN in Q3 2023 and has held it in 4 quarters since. The position peaked at $68.5K in Q3 2023. 566 funds tracked by Wall St. Rank hold GEN as of Q2 2024.

  • Janiczek Wealth Management held 1,193 shares of Gen Digital worth $29.8K as of Q2 2024.
  • Janiczek Wealth Management left its Gen Digital share count unchanged in Q2 2024.
  • Gen Digital made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #487 holding.
  • Janiczek Wealth Management first reported a position in Gen Digital in Q3 2023 and has held it in 4 quarters since.
  • Janiczek Wealth Management's Gen Digital position peaked at $68.5K in Q3 2023.
  • 566 funds tracked by Wall St. Rank held Gen Digital as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.