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Nova Wealth Management’s Gen Digital GEN Stock Holding History

Nova Wealth 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
2025
Q4 		– Sell
-47
Closed -$1.34K – 589
2025
Q3 		$1.34K Hold
47
– – ﹤0.01% 535
2025
Q2 		$1.38K Buy
+47
New +$1.28K ﹤0.01% 620

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Nova Wealth Management's GEN Position: Q4 2025 in Review

Nova Wealth Management sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 47 shares — an estimated $1.34K sold.

Nova Wealth Management first reported a position in GEN in Q2 2025 and held it in 2 quarters. The position peaked at $1.38K in Q2 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Nova Wealth Management reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Nova Wealth Management sold 47 Gen Digital shares in Q4 2025, an estimated $1.34K.
  • Nova Wealth Management first reported a position in Gen Digital in Q2 2025 and held it in 2 quarters.
  • Nova Wealth Management's Gen Digital position peaked at $1.38K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Nova Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.