Ballentine Partners’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $342K | Sell |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $270K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $219K | Buy |
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