AO
GEN icon

Advisor OS’s Gen Digital GEN Stock Holding History

Advisor OS’s Portfolio GEN Stock Details GEN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$863K Sell
29,353
-2,110
-7% -$62K 0.08% 173
2025
Q1 		$835K Buy
31,463
+6,367
+25% +$169K 0.1% 149
2024
Q4 		$687K Buy
+25,096
New +$687K 0.08% 171