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WealthTrak Capital Management’s Gen Digital GEN Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-35
Closed -$1.03K – 401
2025
Q2 		$1.03K Hold
35
– – ﹤0.01% 530
2025
Q1 		$929 Buy
35
+30
+600% +$822 ﹤0.01% 536
2024
Q4 		$137 Buy
+5
New +$144 ﹤0.01% 852

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WealthTrak Capital Management's GEN Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Gen Digital (GEN) in Q3 2025, closing a stake of 35 shares — an estimated $1.03K sold.

WealthTrak Capital Management first reported a position in GEN in Q4 2024 and held it in 3 quarters. The position peaked at $1.03K in Q2 2025. 675 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Gen Digital position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 35 Gen Digital shares in Q3 2025, an estimated $1.03K.
  • WealthTrak Capital Management first reported a position in Gen Digital in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Gen Digital position peaked at $1.03K in Q2 2025.
  • 675 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.