My Personal CFO LLC’s Gen Digital GEN Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-105	Closed	-$2.25K	–	361
2022 Q4	$2.25K	Buy	+105	New	+$2.32K	﹤0.01%	494

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

My Personal CFO LLC's GEN Position: Q1 2023 in Review

My Personal CFO LLC sold out of Gen Digital (GEN) in Q1 2023, closing a stake of 105 shares — an estimated $2.25K sold.

My Personal CFO LLC first reported a position in GEN in Q4 2022 and held it in 1 quarter. The position peaked at $2.25K in Q4 2022. 535 funds tracked by Wall St. Rank hold GEN as of Q1 2023.

My Personal CFO LLC reported no remaining Gen Digital position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 105 Gen Digital shares in Q1 2023, an estimated $2.25K.
My Personal CFO LLC first reported a position in Gen Digital in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Gen Digital position peaked at $2.25K in Q4 2022.
535 funds tracked by Wall St. Rank held Gen Digital as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.