WealthPLAN Partners’s Gen Digital GEN Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-3,362	Closed	-$62.4K	–	614
2023 Q2	$62.4K	Hold	3,362	–	–	0.01%	475
2023 Q1	$57.7K	Buy	+3,362	New	+$67.5K	0.01%	528

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 $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

WealthPLAN Partners's GEN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Gen Digital (GEN) in Q3 2023, closing a stake of 3,362 shares — an estimated $62.4K sold.

WealthPLAN Partners first reported a position in GEN in Q1 2023 and held it in 2 quarters. The position peaked at $62.4K in Q2 2023. 533 funds tracked by Wall St. Rank hold GEN as of Q3 2023.

WealthPLAN Partners reported no remaining Gen Digital position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,362 Gen Digital shares in Q3 2023, an estimated $62.4K.
WealthPLAN Partners first reported a position in Gen Digital in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Gen Digital position peaked at $62.4K in Q2 2023.
533 funds tracked by Wall St. Rank held Gen Digital as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.