Washington Trust’s Gen Digital GEN Stock Holding History

Washington Trust’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 Q2	–	Sell	-39	Closed	-$1.03K	–	430
2025 Q1	$1.03K	Sell	39 -49	-56%	-$1.34K	﹤0.01%	744
2024 Q4	$2.41K	Sell	88 -48	-35%	-$1.38K	﹤0.01%	797
2024 Q3	$3.73K	Sell	136 -18	-12%	-$462	﹤0.01%	761
2024 Q2	$3.85K	Hold	154	–	–	﹤0.01%	769
2024 Q1	$3.45K	Sell	154 -47	-23%	-$1.04K	﹤0.01%	774
2023 Q4	$4.59K	Sell	201 -514	-72%	-$10.2K	﹤0.01%	720
2023 Q3	$12.6K	Sell	715 -102	-12%	-$1.99K	﹤0.01%	599
2023 Q2	$15.2K	Buy	817 +139	+21%	+$2.43K	﹤0.01%	597
2023 Q1	$11.6K	Buy	678 +1	+0.1%	+$20	﹤0.01%	641
2022 Q4	$14.5K	Buy	677 +38	+6%	+$839	﹤0.01%	603
2022 Q3	$13K	Buy	639 +48	+8%	+$1.11K	﹤0.01%	613
2022 Q2	$13K	Hold	591	–	–	﹤0.01%	620
2022 Q1	$16K	Hold	591	–	–	﹤0.01%	620
2021 Q4	$15K	Hold	591	–	–	﹤0.01%	628
2021 Q3	$15K	Buy	591 +432	+272%	+$11.2K	﹤0.01%	735
2021 Q2	$4K	Buy	+159	New	+$3.96K	﹤0.01%	880

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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