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Redwood Wealth Management Group’s Gen Digital GEN Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-1,431
Closed -$35.7K – 515
2024
Q2 		$35.7K Buy
+1,431
New +$32.7K 0.03% 359

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Redwood Wealth Management Group's GEN Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Gen Digital (GEN) in Q3 2024, closing a stake of 1,431 shares — an estimated $35.7K sold.

Redwood Wealth Management Group first reported a position in GEN in Q2 2024 and held it in 1 quarter. The position peaked at $35.7K in Q2 2024. 587 funds tracked by Wall St. Rank hold GEN as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Gen Digital position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,431 Gen Digital shares in Q3 2024, an estimated $35.7K.
  • Redwood Wealth Management Group first reported a position in Gen Digital in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Gen Digital position peaked at $35.7K in Q2 2024.
  • 587 funds tracked by Wall St. Rank held Gen Digital as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.