Bartlett & Co Wealth Management’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7	Closed	-$186	–	1284
2025 Q1	$186	Buy	+7	New	+$186	﹤0.01%	1171
2018 Q2	–	Sell	-2,900	Closed	-$75K	–	733
2018 Q1	$75K	Buy	+2,900	New	+$75K	﹤0.01%	375