Chase Investment Counsel’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
$4.17M Sell
2025
Q2
$7.6M Buy
2025
Q1
$6.84M Buy
2024
Q4
$6.06M Sell
2024
Q3
$6.08M Buy
2020
Q4
Sell
2020
Q3
$278K Sell
2020
Q2
$2.21M Buy
2020
Q1
$1.67M Buy