Coastal Bridge Advisors’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
$1.71M Buy
58,274
+1,191
+2% +$35K 0.14% 150
2025
Q1
$1.51M Buy
+57,083
New +$1.51M 0.37% 67