Sierra Summit Advisors’s Gen Digital GEN Stock Holding History

Sierra Summit 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 Q2	–	Sell	-215,975	Closed	-$5.73M	–	195
2025 Q1	$5.73M	Buy	+215,975	New	+$5.92M	1.24%	29

Other funds holding GEN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Sierra Summit Advisors's GEN Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Gen Digital (GEN) in Q2 2025, closing a stake of 215,975 shares — an estimated $5.73M sold.

Sierra Summit Advisors first reported a position in GEN in Q1 2025 and held it in 1 quarter. The position peaked at $5.73M in Q1 2025. 652 funds tracked by Wall St. Rank hold GEN as of Q2 2025.

Sierra Summit Advisors reported no remaining Gen Digital position as of Q2 2025 after selling out during the quarter.
Sierra Summit Advisors sold 215,975 Gen Digital shares in Q2 2025, an estimated $5.73M.
Sierra Summit Advisors first reported a position in Gen Digital in Q1 2025 and held it in 1 quarter.
Sierra Summit Advisors's Gen Digital position peaked at $5.73M in Q1 2025.
652 funds tracked by Wall St. Rank held Gen Digital as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.