Valued Wealth Advisors’s Gen Digital GEN Stock Holding History

Valued Wealth Advisors’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 Q2	–	Sell	-7	Closed	-$157	–	615
2024 Q1	$157	Hold	7	–	–	﹤0.01%	564
2023 Q4	$124	Buy	+7	New	+$139	﹤0.01%	526

Other funds holding GEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Valued Wealth Advisors's GEN Position: Q2 2024 in Review

Valued Wealth Advisors sold out of Gen Digital (GEN) in Q2 2024, closing a stake of 7 shares — an estimated $157 sold.

Valued Wealth Advisors first reported a position in GEN in Q4 2023 and held it in 2 quarters. The position peaked at $157 in Q1 2024. 569 funds tracked by Wall St. Rank hold GEN as of Q2 2024.

Valued Wealth Advisors reported no remaining Gen Digital position as of Q2 2024 after selling out during the quarter.
Valued Wealth Advisors sold 7 Gen Digital shares in Q2 2024, an estimated $157.
Valued Wealth Advisors first reported a position in Gen Digital in Q4 2023 and held it in 2 quarters.
Valued Wealth Advisors's Gen Digital position peaked at $157 in Q1 2024.
569 funds tracked by Wall St. Rank held Gen Digital as of Q2 2024.

Based on Valued Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.