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Spectrum Wealth Counsel’s Gen Digital GEN Stock Holding History

Spectrum Wealth Counsel’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 		$1.06K Hold
40
– – ﹤0.01% 326
2024
Q4 		$1.1K Hold
40
– – ﹤0.01% 329
2024
Q3 		$1.1K Buy
+40
New +$1.03K ﹤0.01% 359

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Spectrum Wealth Counsel's GEN Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Gen Digital (GEN) position steady in Q1 2025 at 40 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Spectrum Wealth Counsel first reported a position in GEN in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.1K in Q3 2024. 643 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Spectrum Wealth Counsel held 40 shares of Gen Digital worth $1.06K as of Q1 2025.
  • Spectrum Wealth Counsel left its Gen Digital share count unchanged in Q1 2025.
  • Gen Digital made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #326 holding.
  • Spectrum Wealth Counsel first reported a position in Gen Digital in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Gen Digital position peaked at $1.1K in Q3 2024.
  • 643 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.