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
2018 Q2	–	Sell	-64,500	Closed	-$1.67M	–	1838
2018 Q1	$1.67M	Buy	64,500 +56,800	+738%	+$1.55M	0.03%	680
2017 Q4	$216K	Buy	+7,700	New	+$230K	﹤0.01%	1699

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

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

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

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

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 Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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.