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Lindbrook Capital’s Gen Digital GEN Stock Holding History

Lindbrook Capital’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
Q1 		– Sell
-1,086
Closed -$29.7K – 2843
2024
Q4 		$29.7K Buy
1,086
+5
+0.5% +$144 ﹤0.01% 1058
2024
Q3 		$29.7K Sell
1,081
-61
-5% -$1.57K ﹤0.01% 1075
2024
Q2 		$28.5K Buy
1,142
+709
+164% +$16.2K ﹤0.01% 1051
2024
Q1 		$9.7K Sell
433
-133
-23% -$2.95K ﹤0.01% 1592
2023
Q4 		$12.9K Sell
566
-484
-46% -$9.59K ﹤0.01% 1403
2023
Q3 		$18.6K Sell
1,050
-11
-1% -$215 ﹤0.01% 1094
2023
Q2 		$19.7K Buy
1,061
+791
+293% +$13.8K ﹤0.01% 1099
2023
Q1 		$4.63K Sell
270
-67
-20% -$1.34K ﹤0.01% 1881
2022
Q4 		$7.22K Sell
337
-93
-22% -$2.05K ﹤0.01% 1600
2022
Q3 		$9K Buy
430
+37
+9% +$856 ﹤0.01% 1367
2022
Q2 		$9K Buy
393
+44
+13% +$1.08K ﹤0.01% 1295
2022
Q1 		$9K Buy
349
+48
+16% +$1.32K ﹤0.01% 1321
2021
Q4 		$8K Sell
301
-43
-13% -$1.09K ﹤0.01% 1355
2021
Q3 		$9K Sell
344
-207
-38% -$5.39K ﹤0.01% 1025
2021
Q2 		$15K Buy
551
+433
+367% +$10.8K ﹤0.01% 890
2021
Q1 		$3K Hold
118
– – ﹤0.01% 1415
2020
Q4 		$2K Sell
118
-10
-8% -$202 ﹤0.01% 1449
2020
Q3 		$3K Sell
128
-88
-41% -$1.91K ﹤0.01% 1268
2020
Q2 		$4K Buy
216
+152
+238% +$3.09K ﹤0.01% 1156
2020
Q1 		$1K Buy
64
+8
+14% +$173 ﹤0.01% 1459
2019
Q4 		$1K Buy
+56
New +$1.37K ﹤0.01% 1389

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lindbrook Capital's GEN Position: Q1 2025 in Review

Lindbrook Capital sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 1,086 shares — an estimated $29.7K sold.

Lindbrook Capital first reported a position in GEN in Q4 2019 and held it in 21 quarters. The position peaked at $29.7K in Q4 2024. 644 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Lindbrook Capital reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 1,086 Gen Digital shares in Q1 2025, an estimated $29.7K.
  • Lindbrook Capital first reported a position in Gen Digital in Q4 2019 and held it in 21 quarters.
  • Lindbrook Capital's Gen Digital position peaked at $29.7K in Q4 2024.
  • 644 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.