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Tyler-Stone Wealth Management’s Gen Digital GEN Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-401
Closed -$10K – 548
2024
Q2 		$10K Hold
401
– – ﹤0.01% 655
2024
Q1 		$8.99K Hold
401
– – ﹤0.01% 669
2023
Q4 		$9.16K Hold
401
– – ﹤0.01% 647
2023
Q3 		$7K Hold
401
– – ﹤0.01% 665
2023
Q2 		$7K Buy
+401
New +$7.01K ﹤0.01% 666
2022
Q4 		$9K Hold
401
– – 0.01% 573
2022
Q3 		$8K Buy
401
+2
+0.5% +$46 0.01% 579
2022
Q2 		$9K Buy
399
+2
+0.5% +$49 0.01% 579
2022
Q1 		$11K Sell
397
-60
-13% -$1.65K 0.01% 556
2021
Q4 		$12K Buy
+457
New +$11.6K 0.01% 574

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Tyler-Stone Wealth Management's GEN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Gen Digital (GEN) in Q3 2024, closing a stake of 401 shares — an estimated $10K sold.

Tyler-Stone Wealth Management first reported a position in GEN in Q4 2021 and held it in 10 quarters. The position peaked at $12K in Q4 2021. 587 funds tracked by Wall St. Rank hold GEN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Gen Digital position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 401 Gen Digital shares in Q3 2024, an estimated $10K.
  • Tyler-Stone Wealth Management first reported a position in Gen Digital in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Gen Digital position peaked at $12K in Q4 2021.
  • 587 funds tracked by Wall St. Rank held Gen Digital as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.