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Mutual Advisors’s Gen Digital GEN Stock Holding History

Mutual 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
-9,801
Closed -$268K – 1114
2024
Q4 		$268K Sell
9,801
-115
-1% -$3.31K 0.01% 923
2024
Q3 		$268K Sell
9,916
-20
-0.2% -$513 0.01% 950
2024
Q2 		$259K Buy
+9,936
New +$227K 0.01% 948

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
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

Mutual Advisors's GEN Position: Q1 2025 in Review

Mutual Advisors sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 9,801 shares — an estimated $268K sold.

Mutual Advisors first reported a position in GEN in Q2 2024 and held it in 3 quarters. The position peaked at $268K in Q3 2024. 647 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Mutual Advisors reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 9,801 Gen Digital shares in Q1 2025, an estimated $268K.
  • Mutual Advisors first reported a position in Gen Digital in Q2 2024 and held it in 3 quarters.
  • Mutual Advisors's Gen Digital position peaked at $268K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.