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SteelPeak Wealth’s Gen Digital GEN Stock Holding History

SteelPeak Wealth’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
Q3 		– Sell
-92,997
Closed -$2.73M – 615
2025
Q2 		$2.73M Buy
+92,997
New +$2.54M 0.11% 147
2024
Q4 		– Sell
-83,721
Closed -$2.3M – 593
2024
Q3 		$2.3M Sell
83,721
-1,985
-2% -$51K 0.1% 154
2024
Q2 		$2.14M Buy
+85,706
New +$1.96M 0.1% 155
2022
Q3 		– Sell
-65,232
Closed -$1.43M – 416
2022
Q2 		$1.43M Buy
+65,232
New +$1.6M 0.1% 140
2021
Q2 		– Sell
-27,123
Closed -$577K – 442
2021
Q1 		$577K Buy
27,123
+3,728
+16% +$78.2K 0.05% 216
2020
Q4 		$486K Buy
23,395
+3,362
+17% +$67.9K 0.04% 212
2020
Q3 		$417K Buy
+20,033
New +$434K 0.04% 189

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SteelPeak Wealth's GEN Position: Q3 2025 in Review

SteelPeak Wealth sold out of Gen Digital (GEN) in Q3 2025, closing a stake of 92,997 shares — an estimated $2.73M sold.

SteelPeak Wealth first reported a position in GEN in Q3 2020 and held it in 7 quarters. The position peaked at $2.73M in Q2 2025. 678 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

  • SteelPeak Wealth reported no remaining Gen Digital position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 92,997 Gen Digital shares in Q3 2025, an estimated $2.73M.
  • SteelPeak Wealth first reported a position in Gen Digital in Q3 2020 and held it in 7 quarters.
  • SteelPeak Wealth's Gen Digital position peaked at $2.73M in Q2 2025.
  • 678 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.