PSI Advisors’s Gen Digital GEN Stock Holding History

PSI Advisors’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 Q1	–	Sell	-24	Closed	-$642	–	824
2024 Q4	$642	Hold	24	–	–	﹤0.01%	801
2024 Q3	$640	Hold	24	–	–	﹤0.01%	804
2024 Q2	$580	Buy	24 +1	+4%	+$23	﹤0.01%	786
2024 Q1	$518	Hold	23	–	–	﹤0.01%	735
2023 Q4	$525	Hold	23	–	–	﹤0.01%	793
2023 Q3	$404	Hold	23	–	–	﹤0.01%	785
2023 Q2	$421	Hold	23	–	–	﹤0.01%	773
2023 Q1	$387	Hold	23	–	–	﹤0.01%	724
2022 Q4	$484	Hold	23	–	–	﹤0.01%	706
2022 Q3	$0	Hold	23	–	–	﹤0.01%	789
2022 Q2	$0	Hold	23	–	–	﹤0.01%	795
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	669
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	712
2021 Q3	$1K	Buy	+23	New	+$599	﹤0.01%	691
2020 Q1	–	Sell	-50	Closed	-$1K	–	274
2019 Q4	$1K	Buy	+50	New	+$1.22K	﹤0.01%	641

Other funds holding GEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PSI Advisors's GEN Position: Q1 2025 in Review

PSI Advisors sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 24 shares — an estimated $642 sold.

PSI Advisors first reported a position in GEN in Q4 2019 and held it in 15 quarters. The position peaked at $1K in Q1 2022. 645 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

PSI Advisors reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 24 Gen Digital shares in Q1 2025, an estimated $642.
PSI Advisors first reported a position in Gen Digital in Q4 2019 and held it in 15 quarters.
PSI Advisors's Gen Digital position peaked at $1K in Q1 2022.
645 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.