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Vermillion & White Wealth Management Group’s Gen Digital GEN Stock Holding History

Vermillion & White Wealth Management Group’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
-8
Closed -$219 – 539
2024
Q4 		$219 Hold
8
– – ﹤0.01% 368
2024
Q3 		$219 Hold
8
– – ﹤0.01% 337
2024
Q2 		$200 Hold
8
– – ﹤0.01% 363
2024
Q1 		$179 Sell
8
-2
-20% -$44 ﹤0.01% 338
2023
Q4 		$228 Buy
+10
New +$198 ﹤0.01% 291

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vermillion & White Wealth Management Group's GEN Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 8 shares — an estimated $219 sold.

Vermillion & White Wealth Management Group first reported a position in GEN in Q4 2023 and held it in 5 quarters. The position peaked at $228 in Q4 2023. 647 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Vermillion & White Wealth Management Group reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 8 Gen Digital shares in Q1 2025, an estimated $219.
  • Vermillion & White Wealth Management Group first reported a position in Gen Digital in Q4 2023 and held it in 5 quarters.
  • Vermillion & White Wealth Management Group's Gen Digital position peaked at $228 in Q4 2023.
  • 647 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.