KJWM
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Kiley Juergens Wealth Management’s Gen Digital GEN Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-440
Closed -$9K – 263
2018
Q3 		$9K Hold
440
– – 0.01% 474
2018
Q2 		$9K Buy
+440
New +$10.6K 0.01% 435
2018
Q1 		– Sell
-790
Closed -$22K – 280
2017
Q4 		$22K Buy
+790
New +$23.6K 0.02% 334

Other funds holding GEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kiley Juergens Wealth Management's GEN Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Gen Digital (GEN) in Q4 2018, closing a stake of 440 shares — an estimated $9K sold.

Kiley Juergens Wealth Management first reported a position in GEN in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q4 2017. 501 funds tracked by Wall St. Rank hold GEN as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Gen Digital position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 440 Gen Digital shares in Q4 2018, an estimated $9K.
  • Kiley Juergens Wealth Management first reported a position in Gen Digital in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Gen Digital position peaked at $22K in Q4 2017.
  • 501 funds tracked by Wall St. Rank held Gen Digital as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.