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Lake Street Advisors Group’s Gen Digital GEN Stock Holding History

Lake Street Advisors Group’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 		$263K Buy
9,608
+345
+4% +$9.92K 0.01% 492
2024
Q3 		$254K Sell
9,263
-263
-3% -$6.75K 0.01% 504
2024
Q2 		$238K Buy
9,526
+201
+2% +$4.6K 0.01% 501
2024
Q1 		$209K Buy
9,325
+26
+0.3% +$576 0.01% 549
2023
Q4 		$212K Buy
+9,299
New +$184K 0.01% 529

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lake Street Advisors Group's GEN Position: Q4 2024 in Review

Lake Street Advisors Group increased its Gen Digital (GEN) stake by 3.7% in Q4 2024, buying an estimated $9.92K and bringing the position to 9,608 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #492.

Lake Street Advisors Group first reported a position in GEN in Q4 2023 and has held it in 5 quarters since. 654 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • Lake Street Advisors Group held 9,608 shares of Gen Digital worth $263K as of Q4 2024.
  • Lake Street Advisors Group bought 345 Gen Digital shares in Q4 2024, an estimated $9.92K.
  • Gen Digital made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #492 holding.
  • Lake Street Advisors Group first reported a position in Gen Digital in Q4 2023 and has held it in 5 quarters since.
  • 654 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.