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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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Mine & Arao Wealth Creation & Management's GEN Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Gen Digital (GEN) in Q2 2024, closing a stake of 302 shares — an estimated $6.76K sold.

Mine & Arao Wealth Creation & Management first reported a position in GEN in Q4 2021 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 569 funds tracked by Wall St. Rank hold GEN as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Gen Digital position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 302 Gen Digital shares in Q2 2024, an estimated $6.76K.
  • Mine & Arao Wealth Creation & Management first reported a position in Gen Digital in Q4 2021 and held it in 10 quarters.
  • Mine & Arao Wealth Creation & Management's Gen Digital position peaked at $8K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held Gen Digital as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.