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Jefferies Financial Group’s Gen Digital GEN Stock Holding History

Jefferies Financial Group’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
-11,952
Closed -$327K – 1755
2024
Q4 		$327K Sell
11,952
-31,699
-73% -$911K ﹤0.01% 1238
2024
Q3 		$1.2M Buy
+43,651
New +$1.12M 0.01% 737
2023
Q3 		– Sell
-10,273
Closed -$191K – 1742
2023
Q2 		$191K Buy
+10,273
New +$180K ﹤0.01% 1442

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

Jefferies Financial Group's GEN Position: Q1 2025 in Review

Jefferies Financial Group sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 11,952 shares — an estimated $327K sold.

Jefferies Financial Group first reported a position in GEN in Q2 2023 and held it in 3 quarters. The position peaked at $1.2M in Q3 2024. 647 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Jefferies Financial Group reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 11,952 Gen Digital shares in Q1 2025, an estimated $327K.
  • Jefferies Financial Group first reported a position in Gen Digital in Q2 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Gen Digital position peaked at $1.2M in Q3 2024.
  • 647 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.