Sagespring Wealth Partners’s Gen Digital GEN Stock Holding History

Sagespring Wealth Partners’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	-10,059	Closed	-$286K	–	793
2025 Q3	$286K	Buy	10,059 +1,607	+19%	+$48.1K	0.01%	618
2025 Q2	$248K	Buy	8,452 +454	+6%	+$12.4K	0.01%	636
2025 Q1	$212K	Buy	+7,998	New	+$219K	0.01%	625

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 $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

BGC

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

Sagespring Wealth Partners's GEN Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 10,059 shares — an estimated $286K sold.

Sagespring Wealth Partners first reported a position in GEN in Q1 2025 and held it in 3 quarters. The position peaked at $286K in Q3 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

Sagespring Wealth Partners reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
Sagespring Wealth Partners sold 10,059 Gen Digital shares in Q4 2025, an estimated $286K.
Sagespring Wealth Partners first reported a position in Gen Digital in Q1 2025 and held it in 3 quarters.
Sagespring Wealth Partners's Gen Digital position peaked at $286K in Q3 2025.
687 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.