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Wood Tarver Financial Group’s Gen Digital GEN Stock Holding History

Wood Tarver Financial Group’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
-32
Closed – – 331
2025
Q2 		$0 Hold
32
– – ﹤0.01% 627
2025
Q1 		$850 Hold
32
– – ﹤0.01% 591
2024
Q4 		$0 Buy
+32
New +$920 ﹤0.01% 661

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

Wood Tarver Financial Group's GEN Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Gen Digital (GEN) in Q3 2025, closing a stake of 32 shares.

Wood Tarver Financial Group first reported a position in GEN in Q4 2024 and held it in 3 quarters. The position peaked at $850 in Q1 2025. 675 funds tracked by Wall St. Rank hold GEN as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Gen Digital position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 32 Gen Digital shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Gen Digital in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Gen Digital position peaked at $850 in Q1 2025.
  • 675 funds tracked by Wall St. Rank held Gen Digital as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.