JF
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JSF Financial’s Gen Digital GEN Stock Holding History

JSF 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
Q4 		– Sell
-40,772
Closed -$1.16M – 139
2025
Q3 		$1.16M Buy
40,772
+599
+1% +$17.9K 0.26% 59
2025
Q2 		$1.18M Buy
40,173
+2,741
+7% +$74.9K 0.28% 56
2025
Q1 		$993K Buy
37,432
+4,049
+12% +$111K 0.26% 56
2024
Q4 		$914K Buy
33,383
+1,367
+4% +$39.3K 0.24% 60
2024
Q3 		$878K Buy
+32,016
New +$822K 0.26% 57

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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Geode Capital Management
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
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSF Financial's GEN Position: Q4 2025 in Review

JSF Financial sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 40,772 shares — an estimated $1.16M sold.

JSF Financial first reported a position in GEN in Q3 2024 and held it in 5 quarters. The position peaked at $1.18M in Q2 2025. 688 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • JSF Financial reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • JSF Financial sold 40,772 Gen Digital shares in Q4 2025, an estimated $1.16M.
  • JSF Financial first reported a position in Gen Digital in Q3 2024 and held it in 5 quarters.
  • JSF Financial's Gen Digital position peaked at $1.18M in Q2 2025.
  • 688 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on JSF Financial's 13F filing for Q4 2025, filed 4 Feb 2026.