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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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 $431B AUM 30.22% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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