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Kula Investments’s Gen Digital GEN Stock Holding History

Kula Investments’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
2023
Q1 		$273K Buy
+15,920
New +$319K 0.07% 481

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kula Investments's GEN Position: Q1 2023 in Review

Kula Investments opened a new position in Gen Digital (GEN) in Q1 2023: 15,920 shares worth $273K. The stake represents 0.07% of the portfolio and ranks #481 among its holdings.

535 funds tracked by Wall St. Rank hold GEN as of Q1 2023.

  • Kula Investments held 15,920 shares of Gen Digital worth $273K as of Q1 2023.
  • Gen Digital was a new Kula Investments position in Q1 2023.
  • Gen Digital made up 0.07% of Kula Investments's portfolio in Q1 2023, its #481 holding.
  • 535 funds tracked by Wall St. Rank held Gen Digital as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.