Savant Capital’s Gen Digital GEN Stock Holding History

Savant Capital’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	-23,624	Closed	-$647K	–	1222
2024 Q4	$647K	Buy	23,624 +516	+2%	+$14.8K	0.01%	795
2024 Q3	$634K	Buy	+23,108	New	+$593K	0.01%	782

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 $3.38T AUM 44.17% 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

Savant Capital's GEN Position: Q1 2025 in Review

Savant Capital sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 23,624 shares — an estimated $647K sold.

Savant Capital first reported a position in GEN in Q3 2024 and held it in 2 quarters. The position peaked at $647K in Q4 2024. 647 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

Savant Capital reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 23,624 Gen Digital shares in Q1 2025, an estimated $647K.
Savant Capital first reported a position in Gen Digital in Q3 2024 and held it in 2 quarters.
Savant Capital's Gen Digital position peaked at $647K in Q4 2024.
647 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.