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Principal Securities’s Gen Digital GEN Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,138
Closed -$60.7K – 2202
2025
Q3 		$60.7K Buy
2,138
+508
+31% +$15.2K ﹤0.01% 1858
2025
Q2 		$47.9K Buy
1,630
+938
+136% +$25.6K ﹤0.01% 1901
2025
Q1 		$18.9K Hold
692
– – ﹤0.01% 2224
2024
Q4 		$18.9K Buy
692
+113
+20% +$3.25K ﹤0.01% 2222
2024
Q3 		$15.9K Buy
579
+273
+89% +$7.01K ﹤0.01% 2235
2024
Q2 		$7.64K Buy
306
+33
+12% +$755 ﹤0.01% 2504
2024
Q1 		$6.12K Sell
273
-1
-0.4% -$22 ﹤0.01% 2533
2023
Q4 		$6.25K Buy
+274
New +$5.43K ﹤0.01% 2445

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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Securities's GEN Position: Q4 2025 in Review

Principal Securities sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 2,138 shares — an estimated $60.7K sold.

Principal Securities first reported a position in GEN in Q4 2023 and held it in 8 quarters. The position peaked at $60.7K in Q3 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Principal Securities reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,138 Gen Digital shares in Q4 2025, an estimated $60.7K.
  • Principal Securities first reported a position in Gen Digital in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Gen Digital position peaked at $60.7K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.