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Parkworth Wealth Management’s Gen Digital GEN Stock Holding History

Parkworth 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
Q2 		$823 Buy
28
+11
+65% +$301 ﹤0.01% 476
2025
Q1 		$451 Hold
17
– – ﹤0.01% 454
2024
Q4 		$465 Buy
+17
New +$489 ﹤0.01% 451

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

Parkworth Wealth Management's GEN Position: Q2 2025 in Review

Parkworth Wealth Management increased its Gen Digital (GEN) stake by 65% in Q2 2025, buying an estimated $301 and bringing the position to 28 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Parkworth Wealth Management first reported a position in GEN in Q4 2024 and has held it in 3 quarters since. 652 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

  • Parkworth Wealth Management held 28 shares of Gen Digital worth $823 as of Q2 2025.
  • Parkworth Wealth Management bought 11 Gen Digital shares in Q2 2025, an estimated $301.
  • Gen Digital made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #476 holding.
  • Parkworth Wealth Management first reported a position in Gen Digital in Q4 2024 and has held it in 3 quarters since.
  • 652 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.