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Wetzel Investment Advisors’s Gen Digital GEN Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-76
Closed -$1.7K – 411
2024
Q2 		$1.7K Sell
76
-451
-86% -$10.3K ﹤0.01% 769
2024
Q1 		$10.7K Sell
527
-117
-18% -$2.59K 0.01% 517
2023
Q4 		$15K Buy
+644
New +$12.8K 0.01% 430

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wetzel Investment Advisors's GEN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Gen Digital (GEN) in Q3 2024, closing a stake of 76 shares — an estimated $1.7K sold.

Wetzel Investment Advisors first reported a position in GEN in Q4 2023 and held it in 3 quarters. The position peaked at $15K in Q4 2023. 587 funds tracked by Wall St. Rank hold GEN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Gen Digital position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 76 Gen Digital shares in Q3 2024, an estimated $1.7K.
  • Wetzel Investment Advisors first reported a position in Gen Digital in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Gen Digital position peaked at $15K in Q4 2023.
  • 587 funds tracked by Wall St. Rank held Gen Digital as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.