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New Century Financial Group’s Gen Digital GEN Stock Holding History

New Century Financial Group’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
Q4 		– Sell
-36,082
Closed -$1.02M – 20
2025
Q3 		$1.02M Buy
+36,082
New +$1.08M 1.82% 24

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

New Century Financial Group's GEN Position: Q4 2025 in Review

New Century Financial Group sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 36,082 shares — an estimated $1.02M sold.

New Century Financial Group first reported a position in GEN in Q3 2025 and held it in 1 quarter. The position peaked at $1.02M in Q3 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • New Century Financial Group reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 36,082 Gen Digital shares in Q4 2025, an estimated $1.02M.
  • New Century Financial Group first reported a position in Gen Digital in Q3 2025 and held it in 1 quarter.
  • New Century Financial Group's Gen Digital position peaked at $1.02M in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.