JPL Wealth Management’s Gen Digital GEN Stock Holding History

JPL 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
2025 Q4	–	Sell	-130	Closed	-$3.69K	–	508
2025 Q3	$3.69K	Buy	+130	New	+$3.89K	﹤0.01%	723

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 $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JPL Wealth Management's GEN Position: Q4 2025 in Review

JPL Wealth Management sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 130 shares — an estimated $3.69K sold.

JPL Wealth Management first reported a position in GEN in Q3 2025 and held it in 1 quarter. The position peaked at $3.69K in Q3 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

JPL Wealth Management reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
JPL Wealth Management sold 130 Gen Digital shares in Q4 2025, an estimated $3.69K.
JPL Wealth Management first reported a position in Gen Digital in Q3 2025 and held it in 1 quarter.
JPL Wealth Management's Gen Digital position peaked at $3.69K in Q3 2025.
689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.