PWM
GEN icon

Peterson Wealth Management’s Gen Digital GEN Stock Holding History

Peterson 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
2020
Q4 		– Sell
-10,999
Closed -$229K – 44
2020
Q3 		$229K Buy
+10,999
New +$238K 0.2% 43

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Peterson Wealth Management's GEN Position: Q4 2020 in Review

Peterson Wealth Management sold out of Gen Digital (GEN) in Q4 2020, closing a stake of 10,999 shares — an estimated $229K sold.

Peterson Wealth Management first reported a position in GEN in Q3 2020 and held it in 1 quarter. The position peaked at $229K in Q3 2020. 528 funds tracked by Wall St. Rank hold GEN as of Q4 2020.

  • Peterson Wealth Management reported no remaining Gen Digital position as of Q4 2020 after selling out during the quarter.
  • Peterson Wealth Management sold 10,999 Gen Digital shares in Q4 2020, an estimated $229K.
  • Peterson Wealth Management first reported a position in Gen Digital in Q3 2020 and held it in 1 quarter.
  • Peterson Wealth Management's Gen Digital position peaked at $229K in Q3 2020.
  • 528 funds tracked by Wall St. Rank held Gen Digital as of Q4 2020.

Based on Peterson Wealth Management's 13F filing for Q4 2020, filed 10 Mar 2021.