Chicago Partners Investment Group’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 | $391K | Buy |
12,728
+4,353
| +52% | +$134K | 0.01% | 710 |
|
|
2025
Q1 | $233K | Buy |
+8,375
| New | +$233K | 0.01% | 796 |
|
|
2018
Q4 | – | Sell |
-814
| Closed | -$15K | – | 554 |
|
|
2018
Q3 | $15K | Buy |
814
+3
| +0.4% | +$55 | ﹤0.01% | 738 |
|
|
2018
Q2 | $17K | Buy |
811
+3
| +0.4% | +$63 | ﹤0.01% | 693 |
|
|
2018
Q1 | $21K | Buy |
808
+2
| +0.2% | +$52 | ﹤0.01% | 621 |
|
|
2017
Q4 | $23K | Buy |
806
+2
| +0.2% | +$57 | ﹤0.01% | 588 |
|
|
2017
Q3 | $26K | Buy |
+804
| New | +$26K | ﹤0.01% | 560 |
|
|
2017
Q2 | – | Sell |
-800
| Closed | -$25K | – | 701 |
|
|
2017
Q1 | $25K | Buy |
+800
| New | +$25K | 0.01% | 388 |
|