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Wealthspire Advisors (New York)’s Gen Digital GEN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-410
Closed -$11.6K – 1758
2025
Q3 		$11.6K Buy
+410
New +$12.3K ﹤0.01% 1944
2019
Q1 		– Sell
-788
Closed -$15K – 330
2018
Q4 		$15K Buy
+788
New +$16.3K ﹤0.01% 401

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s GEN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 410 shares — an estimated $11.6K sold.

Wealthspire Advisors (New York) first reported a position in GEN in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q4 2018. 687 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 410 Gen Digital shares in Q4 2025, an estimated $11.6K.
  • Wealthspire Advisors (New York) first reported a position in Gen Digital in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Gen Digital position peaked at $15K in Q4 2018.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.