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Vista Investment Partners’s Gen Digital GEN Stock Holding History

Vista Investment Partners’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
-13,685
Closed -$375K – 160
2024
Q4 		$375K Sell
13,685
-81
-0.6% -$2.33K 0.12% 124
2024
Q3 		$378K Buy
+13,766
New +$353K 0.12% 120

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vista Investment Partners's GEN Position: Q1 2025 in Review

Vista Investment Partners sold out of Gen Digital (GEN) in Q1 2025, closing a stake of 13,685 shares — an estimated $375K sold.

Vista Investment Partners first reported a position in GEN in Q3 2024 and held it in 2 quarters. The position peaked at $378K in Q3 2024. 643 funds tracked by Wall St. Rank hold GEN as of Q1 2025.

  • Vista Investment Partners reported no remaining Gen Digital position as of Q1 2025 after selling out during the quarter.
  • Vista Investment Partners sold 13,685 Gen Digital shares in Q1 2025, an estimated $375K.
  • Vista Investment Partners first reported a position in Gen Digital in Q3 2024 and held it in 2 quarters.
  • Vista Investment Partners's Gen Digital position peaked at $378K in Q3 2024.
  • 643 funds tracked by Wall St. Rank held Gen Digital as of Q1 2025.

Based on Vista Investment Partners's 13F filing for Q1 2025, filed 17 Apr 2025.