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WR Wealth Planners’s Gen Digital GEN Stock Holding History

WR Wealth Planners’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
Q4 		$4.11K Hold
150
– – ﹤0.01% 734
2024
Q3 		$4.12K Hold
150
– – ﹤0.01% 777
2024
Q2 		$3.75K Hold
150
– – ﹤0.01% 766
2024
Q1 		$3.36K Buy
+150
New +$3.33K ﹤0.01% 790
2023
Q4 		– Sell
-546
Closed -$9.65K – 446
2023
Q3 		$9.65K Hold
546
– – ﹤0.01% 576
2023
Q2 		$10.1K Buy
546
+396
+264% +$6.93K ﹤0.01% 571
2023
Q1 		$2.57K Buy
+150
New +$3.01K ﹤0.01% 751

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WR Wealth Planners's GEN Position: Q4 2024 in Review

WR Wealth Planners held its Gen Digital (GEN) position steady in Q4 2024 at 150 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

WR Wealth Planners first reported a position in GEN in Q1 2023 and has held it in 7 quarters since. The position peaked at $10.1K in Q2 2023. 654 funds tracked by Wall St. Rank hold GEN as of Q4 2024.

  • WR Wealth Planners held 150 shares of Gen Digital worth $4.11K as of Q4 2024.
  • WR Wealth Planners left its Gen Digital share count unchanged in Q4 2024.
  • Gen Digital made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #734 holding.
  • WR Wealth Planners first reported a position in Gen Digital in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Gen Digital position peaked at $10.1K in Q2 2023.
  • 654 funds tracked by Wall St. Rank held Gen Digital as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.