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Lugano Financial Advisors SA (LFA)’s Gen Digital GEN Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q3 		– Sell
-20
Closed -$588 – 239
2025
Q2 		$588 Buy
+20
New +$547 ﹤0.01% 244
2019
Q2 		$11K Buy
+500
New +$10.7K 0.01% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s GEN Position: Q3 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Gen Digital (GEN) in Q3 2025, closing a stake of 20 shares — an estimated $588 sold.

Lugano Financial Advisors SA (LFA) first reported a position in GEN in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 675 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Gen Digital position as of Q3 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 20 Gen Digital shares in Q3 2025, an estimated $588.
  • Lugano Financial Advisors SA (LFA) first reported a position in Gen Digital in Q2 2019 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Gen Digital position peaked at $11K in Q2 2019.
  • 675 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2025, filed 5 Nov 2025.