L.J. Altfest & Co’s Gen Digital GEN Stock Holding History

L.J. Altfest & Co’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
2024 Q4	–	Sell	-7,476	Closed	-$205K	–	345
2024 Q3	$205K	Buy	+7,476	New	+$192K	0.03%	316

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 $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

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

L.J. Altfest & Co's GEN Position: Q4 2024 in Review

L.J. Altfest & Co sold out of Gen Digital (GEN) in Q4 2024, closing a stake of 7,476 shares — an estimated $205K sold.

L.J. Altfest & Co first reported a position in GEN in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 655 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

L.J. Altfest & Co reported no remaining Gen Digital position as of Q4 2024 after selling out during the quarter.
L.J. Altfest & Co sold 7,476 Gen Digital shares in Q4 2024, an estimated $205K.
L.J. Altfest & Co first reported a position in Gen Digital in Q3 2024 and held it in 1 quarter.
L.J. Altfest & Co's Gen Digital position peaked at $205K in Q3 2024.
655 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.