Wahed Invest’s Gen Digital GEN Stock Holding History

Wahed Invest’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
2023 Q1	–	Sell	-7,208	Closed	-$154K	–	241
2022 Q4	$154K	Buy	7,208 +618	+9%	+$13.6K	0.08%	182
2022 Q3	$133K	Buy	6,590 +555	+9%	+$12.8K	0.08%	180
2022 Q2	$133K	Buy	+6,035	New	+$148K	0.08%	184

Other funds holding GEN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wahed Invest's GEN Position: Q1 2023 in Review

Wahed Invest sold out of Gen Digital (GEN) in Q1 2023, closing a stake of 7,208 shares — an estimated $154K sold.

Wahed Invest first reported a position in GEN in Q2 2022 and held it in 3 quarters. The position peaked at $154K in Q4 2022. 535 funds tracked by Wall St. Rank hold GEN as of Q1 2023.

Wahed Invest reported no remaining Gen Digital position as of Q1 2023 after selling out during the quarter.
Wahed Invest sold 7,208 Gen Digital shares in Q1 2023, an estimated $154K.
Wahed Invest first reported a position in Gen Digital in Q2 2022 and held it in 3 quarters.
Wahed Invest's Gen Digital position peaked at $154K in Q4 2022.
535 funds tracked by Wall St. Rank held Gen Digital as of Q1 2023.

Based on Wahed Invest's 13F filing for Q1 2023, filed 15 May 2023.