Riggs Asset Management’s Gen Digital GEN Stock Holding History

Riggs Asset 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
2025 Q3	–	Sell	-38	Closed	-$1.12K	–	400
2025 Q2	$1.12K	Hold	38	–	–	﹤0.01%	745
2025 Q1	$1.01K	Hold	38	–	–	﹤0.01%	491
2024 Q4	$1.04K	Hold	38	–	–	﹤0.01%	450
2024 Q3	$1.04K	Hold	38	–	–	﹤0.01%	438
2024 Q2	$950	Buy	+38	New	+$869	﹤0.01%	443
2023 Q1	–	Sell	-47	Closed	-$1.01K	–	374
2022 Q4	$1.01K	Hold	47	–	–	﹤0.01%	294
2022 Q3	$1K	Sell	47 -123,603	-100%	-$2.86M	﹤0.01%	298
2022 Q2	$2.71M	Sell	123,650 -339	-0.3%	-$8.34K	1.12%	32
2022 Q1	$3.29M	Buy	+123,989	New	+$3.41M	0.96%	35

Other funds holding GEN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return