Sugarloaf Wealth Management’s Gen Digital GEN Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$4.43K	Buy	162 +1	+0.6%	+$29	﹤0.01%	581
2024 Q3	$4.42K	Hold	161	–	–	﹤0.01%	578
2024 Q2	$4.01K	Buy	161 +1	+0.6%	+$23	﹤0.01%	548
2024 Q1	$3.58K	Buy	160 +1	+0.6%	+$22	﹤0.01%	559
2023 Q4	$3.62K	Buy	159 +1	+0.6%	+$20	﹤0.01%	565
2023 Q3	$2.79K	Buy	158 +1	+0.6%	+$20	﹤0.01%	582
2023 Q2	$2.91K	Buy	157 +2	+1%	+$35	﹤0.01%	590
2023 Q1	$2.67K	Hold	155	–	–	﹤0.01%	598
2022 Q4	$3.31K	Buy	155 +1	+0.6%	+$22	﹤0.01%	625
2022 Q3	$4K	Buy	154 +1	+0.7%	+$23	﹤0.01%	647
2022 Q2	$3K	Buy	153 +1	+0.7%	+$25	﹤0.01%	659
2022 Q1	$4K	Hold	152	–	–	﹤0.01%	591
2021 Q4	$4K	Buy	152 +1	+0.7%	+$25	﹤0.01%	616
2021 Q3	$4K	Buy	+151	New	+$3.93K	﹤0.01%	630

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sugarloaf Wealth Management's GEN Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Gen Digital (GEN) stake by 0.62% in Q4 2024, buying an estimated $29 and bringing the position to 162 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Sugarloaf Wealth Management first reported a position in GEN in Q3 2021 and has held it in 14 quarters since. 653 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

Sugarloaf Wealth Management held 162 shares of Gen Digital worth $4.43K as of Q4 2024.
Sugarloaf Wealth Management bought 1 Gen Digital share in Q4 2024, an estimated $29.
Gen Digital made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #581 holding.
Sugarloaf Wealth Management first reported a position in Gen Digital in Q3 2021 and has held it in 14 quarters since.
653 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.