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The Family Firm’s Gen Digital GEN Stock Holding History

The Family Firm’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
Q3 		– Sell
-1,001
Closed -$25K – 451
2024
Q2 		$25K Buy
+1,001
New +$22.9K 0.01% 537

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

The Family Firm's GEN Position: Q3 2024 in Review

The Family Firm sold out of Gen Digital (GEN) in Q3 2024, closing a stake of 1,001 shares — an estimated $25K sold.

The Family Firm first reported a position in GEN in Q2 2024 and held it in 1 quarter. The position peaked at $25K in Q2 2024. 584 funds tracked by Wall St. Rank hold GEN as of Q3 2024.

  • The Family Firm reported no remaining Gen Digital position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,001 Gen Digital shares in Q3 2024, an estimated $25K.
  • The Family Firm first reported a position in Gen Digital in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Gen Digital position peaked at $25K in Q2 2024.
  • 584 funds tracked by Wall St. Rank held Gen Digital as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.