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Mendota Financial Group’s Gen Digital GEN Stock Holding History

Mendota Financial 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 		– Sell
-3
Closed -$83 – 694
2024
Q3 		$83 Buy
+3
New +$77 ﹤0.01% 998

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 $3.38T AUM 44.17% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mendota Financial Group's GEN Position: Q4 2024 in Review

Mendota Financial Group sold out of Gen Digital (GEN) in Q4 2024, closing a stake of 3 shares — an estimated $83 sold.

Mendota Financial Group first reported a position in GEN in Q3 2024 and held it in 1 quarter. The position peaked at $83 in Q3 2024. 657 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • Mendota Financial Group reported no remaining Gen Digital position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 3 Gen Digital shares in Q4 2024, an estimated $83.
  • Mendota Financial Group first reported a position in Gen Digital in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Gen Digital position peaked at $83 in Q3 2024.
  • 657 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.