Mine & Arao Wealth Creation & Management’s Gen Digital GEN Stock Holding History

Mine & Arao Wealth Creation & Management’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 Q2	–	Sell	-302	Closed	-$6.76K	–	183
2024 Q1	$6.76K	Hold	302	–	–	﹤0.01%	235
2023 Q4	$6.89K	Hold	302	–	–	﹤0.01%	238
2023 Q3	$5.34K	Hold	302	–	–	﹤0.01%	249
2023 Q2	$5.6K	Hold	302	–	–	﹤0.01%	256
2023 Q1	$5.18K	Hold	302	–	–	﹤0.01%	260
2022 Q4	$6.47K	Hold	302	–	–	﹤0.01%	242
2022 Q3	$6K	Hold	302	–	–	﹤0.01%	256
2022 Q2	$7K	Hold	302	–	–	﹤0.01%	245
2022 Q1	$8K	Hold	302	–	–	﹤0.01%	243
2021 Q4	$8K	Buy	+302	New	+$7.64K	﹤0.01%	247

Other funds holding GEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

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