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Rise Advisors’s Gen Digital GEN Stock Holding History

Rise 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
Q4 		– Sell
-2,132
Closed -$60.5K – 628
2025
Q3 		$60.5K Buy
2,132
+3
+0.1% +$90 0.02% 222
2025
Q2 		$62.6K Sell
2,129
-232
-10% -$6.34K 0.02% 207
2025
Q1 		$62.7K Buy
2,361
+381
+19% +$10.4K 0.03% 197
2024
Q4 		$54.2K Buy
1,980
+6
+0.3% +$173 0.03% 214
2024
Q3 		$54.2K Sell
1,974
-194
-9% -$4.98K 0.03% 222
2024
Q2 		$54.2K Buy
2,168
+11
+0.5% +$252 0.03% 225
2024
Q1 		$48.3K Buy
2,157
+366
+20% +$8.12K 0.03% 237
2023
Q4 		$40.9K Buy
1,791
+610
+52% +$12.1K 0.03% 180
2023
Q3 		$20.9K Buy
+1,181
New +$23K 0.02% 228

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

Rise Advisors's GEN Position: Q4 2025 in Review

Rise Advisors sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 2,132 shares — an estimated $60.5K sold.

Rise Advisors first reported a position in GEN in Q3 2023 and held it in 9 quarters. The position peaked at $62.7K in Q1 2025. 689 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Rise Advisors reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2,132 Gen Digital shares in Q4 2025, an estimated $60.5K.
  • Rise Advisors first reported a position in Gen Digital in Q3 2023 and held it in 9 quarters.
  • Rise Advisors's Gen Digital position peaked at $62.7K in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.