MPWM Advisory Solutions’s Gen Digital GEN Stock Holding History

MPWM Advisory Solutions’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 Q2	–	Sell	-14	Closed	-$372	–	618
2025 Q1	$372	Hold	14	–	–	﹤0.01%	683
2024 Q4	$383	Buy	+14	New	+$403	﹤0.01%	696

Other funds holding GEN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

MPWM Advisory Solutions's GEN Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Gen Digital (GEN) in Q2 2025, closing a stake of 14 shares — an estimated $372 sold.

MPWM Advisory Solutions first reported a position in GEN in Q4 2024 and held it in 2 quarters. The position peaked at $383 in Q4 2024. 652 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

MPWM Advisory Solutions reported no remaining Gen Digital position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 14 Gen Digital shares in Q2 2025, an estimated $372.
MPWM Advisory Solutions first reported a position in Gen Digital in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's Gen Digital position peaked at $383 in Q4 2024.
652 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.