Trust Company of Vermont’s Gen Digital GEN Stock Holding History

Trust Company of Vermont’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	-1,000	Closed	-$27.4K	–	1057
2024 Q4	$27.4K	Hold	1,000	–	–	﹤0.01%	621
2024 Q3	$27.4K	Sell	1,000 -130	-12%	-$3.34K	﹤0.01%	606
2024 Q2	$28.2K	Buy	1,130 +130	+13%	+$2.97K	﹤0.01%	562
2024 Q1	$22.4K	Buy	1,000 +987	+7,592%	+$21.9K	﹤0.01%	606
2023 Q4	$297	Sell	13 -987	-99%	-$19.6K	﹤0.01%	746
2023 Q3	$17.7K	Hold	1,000	–	–	﹤0.01%	591
2023 Q2	$18.6K	Hold	1,000	–	–	﹤0.01%	595
2023 Q1	$17.2K	Hold	1,000	–	–	﹤0.01%	626
2022 Q4	$21.4K	Hold	1,000	–	–	﹤0.01%	571
2022 Q3	$20K	Hold	1,000	–	–	﹤0.01%	599
2022 Q2	$22K	Buy	+1,000	New	+$24.6K	﹤0.01%	564
2022 Q1	–	Sell	-1,089	Closed	-$28K	–	475
2021 Q4	$28K	Buy	+1,089	New	+$27.6K	﹤0.01%	548
2021 Q3	–	Sell	-1,089	Closed	-$29K	–	466
2021 Q2	$29K	Buy	1,089 +89	+9%	+$2.22K	﹤0.01%	531
2021 Q1	$21K	Hold	1,000	–	–	﹤0.01%	543
2020 Q4	$21K	Hold	1,000	–	–	﹤0.01%	537
2020 Q3	$21K	Hold	1,000	–	–	﹤0.01%	524
2020 Q2	$20K	Hold	1,000	–	–	﹤0.01%	536
2020 Q1	$19K	Hold	1,000	–	–	﹤0.01%	571
2019 Q4	$26K	Hold	1,000	–	–	﹤0.01%	566
2019 Q3	$24K	Hold	1,000	–	–	﹤0.01%	589
2019 Q2	$22K	Sell	1,000 -76	-7%	-$1.63K	﹤0.01%	609
2019 Q1	$25K	Sell	1,076 -80	-7%	-$1.74K	﹤0.01%	575
2018 Q4	$22K	Sell	1,156 -286	-20%	-$5.91K	﹤0.01%	601
2018 Q3	$30K	Sell	1,442 -1,811	-56%	-$36.9K	﹤0.01%	606
2018 Q2	$68K	Buy	3,253 +442	+16%	+$10.6K	0.01%	474
2018 Q1	$73K	Hold	2,811	–	–	0.01%	440
2017 Q4	$79K	Sell	2,811 -168	-6%	-$5.02K	0.01%	437
2017 Q3	$98K	Sell	2,979 -312	-9%	-$9.51K	0.01%	404
2017 Q2	$93K	Buy	3,291 +791	+32%	+$23.9K	0.01%	421
2017 Q1	$77K	Hold	2,500	–	–	0.01%	435
2016 Q4	$60K	Buy	2,500 +1,500	+150%	+$36.8K	0.01%	455
2016 Q3	$25K	Hold	1,000	–	–	﹤0.01%	531
2016 Q2	$21K	Sell	1,000 -1,539	-61%	-$27.7K	﹤0.01%	515
2016 Q1	$46K	Hold	2,539	–	–	0.01%	401
2015 Q4	$53K	Hold	2,539	–	–	0.01%	384
2015 Q3	$49K	Hold	2,539	–	–	0.01%	397
2015 Q2	$59K	Buy	2,539 +133	+6%	+$3.25K	0.01%	382
2015 Q1	$56K	Hold	2,406	–	–	0.01%	383
2014 Q4	$62K	Hold	2,406	–	–	0.01%	366
2014 Q3	$57K	Hold	2,406	–	–	0.01%	369
2014 Q2	$55K	Buy	2,406 +37	+2%	+$786	0.01%	366
2014 Q1	$47K	Buy	2,369 +1,369	+137%	+$29.3K	0.01%	378
2013 Q4	$24K	Hold	1,000	–	–	﹤0.01%	462
2013 Q3	$25K	Hold	1,000	–	–	﹤0.01%	438
2013 Q2	$22K	Buy	+1,000	New	+$23.5K	﹤0.01%	462

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

Trust Company of Vermont's GEN Position: Q1 2025 in Review

Trust Company of Vermont sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 1,000 shares — an estimated $27.4K sold.

Trust Company of Vermont first reported a position in GEN in Q2 2013 and held it in 45 quarters. The position peaked at $98K in Q3 2017. 644 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

Trust Company of Vermont reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
Trust Company of Vermont sold 1,000 Gen Digital shares in Q1 2025, an estimated $27.4K.
Trust Company of Vermont first reported a position in Gen Digital in Q2 2013 and held it in 45 quarters.
Trust Company of Vermont's Gen Digital position peaked at $98K in Q3 2017.
644 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.