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MCF Advisors’s Gen Digital GEN Stock Holding History

MCF Advisors’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
-60
Closed -$1.64K – 957
2024
Q4 		$1.64K Sell
60
-8
-12% -$230 ﹤0.01% 866
2024
Q3 		$1.87K Sell
68
-104
-60% -$2.67K ﹤0.01% 847
2024
Q2 		$4.3K Buy
172
+104
+153% +$2.38K ﹤0.01% 754
2024
Q1 		$1.52K Buy
68
+8
+13% +$177 ﹤0.01% 842
2023
Q4 		$1.37K Buy
+60
New +$1.19K ﹤0.01% 810
2017
Q1 		– Sell
-595
Closed -$14K – 463
2016
Q4 		$14K Hold
595
– – ﹤0.01% 290
2016
Q3 		$15K Hold
595
– – ﹤0.01% 293
2016
Q2 		$12K Hold
595
– – ﹤0.01% 329
2016
Q1 		$11K Hold
595
– – ﹤0.01% 312
2015
Q4 		$12K Hold
595
– – ﹤0.01% 307
2015
Q3 		$12K Hold
595
– – ﹤0.01% 299
2015
Q2 		$14K Buy
+595
New +$14.5K ﹤0.01% 292

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SV
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MCF Advisors's GEN Position: Q1 2025 in Review

MCF Advisors sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 60 shares — an estimated $1.64K sold.

MCF Advisors first reported a position in GEN in Q2 2015 and held it in 12 quarters. The position peaked at $15K in Q3 2016. 645 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • MCF Advisors reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • MCF Advisors sold 60 Gen Digital shares in Q1 2025, an estimated $1.64K.
  • MCF Advisors first reported a position in Gen Digital in Q2 2015 and held it in 12 quarters.
  • MCF Advisors's Gen Digital position peaked at $15K in Q3 2016.
  • 645 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on MCF Advisors's 13F filing for Q1 2025, filed 6 May 2025.