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Planned Solutions’s Gen Digital GEN Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-400
Closed -$11K – 306
2024
Q3 		$11K Buy
+400
New +$10.3K ﹤0.01% 438

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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Planned Solutions's GEN Position: Q4 2024 in Review

Planned Solutions sold out of Gen Digital (GEN) in Q4 2024, closing a stake of 400 shares — an estimated $11K sold.

Planned Solutions first reported a position in GEN in Q3 2024 and held it in 1 quarter. The position peaked at $11K in Q3 2024. 655 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • Planned Solutions reported no remaining Gen Digital position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 400 Gen Digital shares in Q4 2024, an estimated $11K.
  • Planned Solutions first reported a position in Gen Digital in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Gen Digital position peaked at $11K in Q3 2024.
  • 655 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.