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Gen Digital
GEN
Market cap
$17.4B
Overview
Fund Trends
Fund Holders
29.11
USD
+0.18
0.62%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
29.25
+0.14
0.48%
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
0.62%
5 days
4.49%
1 month
12.65%
3 months
17.57%
6 months
32.5%
Year to date
11.66%
1 year
-6.49%
5 years
10.06%
10 years
22.52%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
401
AIP
401
Ameritas Investment Partners
Lincoln,
Nebraska
$120K
–
–
–
402
BWM
402
Baystate Wealth Management
Boston,
Massachusetts
$113K
-$1.02K
-51
-0.8%
403
CT
403
Cambridge Trust
Cambridge,
Massachusetts
$97.9K
–
–
–
404
IRC
404
Investors Research Corp
Atlanta,
Georgia
$78.9K
–
–
–
405
LTI
405
Laffer Tengler Investments
Nashville,
Tennessee
$76.2K
+$1.91K
+95
+2%
406
SPIA
406
Steward Partners Investment Advisory
New York
$75.1K
+$1.26K
+63
+1%
407
DGAM
407
Desjardins Global Asset Management
Montreal,
Quebec, Canada
$72K
+$45.8K
+2,284
+120%
408
PPWM
408
PFG Private Wealth Management
Lutz,
Florida
$68.1K
+$1.36K
+68
+2%
409
409
Fifth Third Bancorp
Cincinnati,
Ohio
$66.7K
-$106K
-5,259
-58%
410
410
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
$66.6K
+$2.23K
+111
+3%
411
SIM
411
Sentry Investment Management
Stevens Point,
Wisconsin
$65K
-$2.27K
-113
-3%
412
412
Loomis, Sayles & Company
Boston,
Massachusetts
$61K
-$258K
-12,857
-78%
413
HI
413
Harbour Investments
Madison,
Wisconsin
$59.4K
-$1.02K
-51
-1%
414
EI
414
Ellevest Inc
New York
$59K
-$7K
-349
-9%
415
WP
415
WealthPLAN Partners
Omaha,
Nebraska
$57.7K
+$67.5K
+3,362
New
416
HWA
416
Heritage Wealth Advisors
Richmond,
Virginia
$51.6K
–
–
–
417
ASN
417
Advisory Services Network
Atlanta,
Georgia
$50.8K
+$1.08K
+54
+2%
418
TFA
418
Toth Financial Advisory
Leesburg,
Virginia
$48.1K
+$6.1K
+304
+12%
419
PCM
419
Penserra Capital Management
Orinda,
California
$48K
-$722
-36
-1%
420
HNB
420
Huntington National Bank
Columbus,
Ohio
$46.2K
-$35.2K
-1,756
-39%
421
421
Credit Agricole
Montrouge Cedex,
France
$42.9K
–
–
–
422
CTC
422
Central Trust Company
Jefferson City,
Missouri
$41.2K
-$1.02K
-51
-2%
423
MA
423
Montag & Associates
Atlanta,
Georgia
$41.2K
–
–
–
424
MHR
424
Matthew Hamilton Rosenberg
$40.7K
–
–
–
425
ONST
425
Old North State Trust
Greensboro,
North Carolina
$38K
+$17.6K
+875
+67%
1
15
16
17
18
19
25
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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