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Paloma Partners’s Gen Digital GEN Stock Holding History

Paloma Partners’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
2019
Q3 		– Sell
-50,000
Closed -$1.09M – 2067
2019
Q2 		$1.09M Buy
+50,000
New +$1.07M 0.02% 662
2018
Q2 		– Sell
-15,800
Closed -$408K – 1837
2018
Q1 		$408K Buy
15,800
+7,400
+88% +$201K 0.01% 1484
2017
Q4 		$236K Buy
+8,400
New +$251K ﹤0.01% 1650
2016
Q2 		– Sell
-36,800
Closed -$676K – 2211
2016
Q1 		$676K Hold
36,800
– – 0.01% 1148
2015
Q4 		$773K Buy
+36,800
New +$749K 0.02% 792

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Paloma Partners's GEN Position: Q4 2024 in Review

Paloma Partners sold out of Gen Digital (GEN) in Q4 2024, closing a stake of 31,407 shares — an estimated $861K sold.

Paloma Partners first reported a position in GEN in Q3 2014 and held it in 26 quarters. The position peaked at $10.2M in Q3 2019. 653 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • Paloma Partners reported no remaining Gen Digital position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 31,407 Gen Digital shares in Q4 2024, an estimated $861K.
  • Paloma Partners first reported a position in Gen Digital in Q3 2014 and held it in 26 quarters.
  • Paloma Partners's Gen Digital position peaked at $10.2M in Q3 2019.
  • 653 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.