Stance Capital’s Gen Digital GEN Stock Holding History

Stance 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	-6	Closed	-$164	–	140
2024 Q4	$164	Buy	+6	New	+$173	﹤0.01%	264

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stance Capital's GEN Position: Q1 2025 in Review

Stance Capital sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 6 shares — an estimated $164 sold.

Stance Capital first reported a position in GEN in Q4 2024 and held it in 1 quarter. The position peaked at $164 in Q4 2024. 643 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

Stance Capital reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
Stance Capital sold 6 Gen Digital shares in Q1 2025, an estimated $164.
Stance Capital first reported a position in Gen Digital in Q4 2024 and held it in 1 quarter.
Stance Capital's Gen Digital position peaked at $164 in Q4 2024.
643 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Stance Capital's 13F filing for Q1 2025, filed 16 May 2025.