Congress Wealth Management’s Gen Digital GEN Stock Holding History

Congress Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$338K	Buy
2025 Q1	$234K	Buy
2024 Q4	$241K	Sell
2024 Q3	$246K	Sell
2024 Q2	$236K	Sell
2024 Q1	$218K	Buy
2023 Q4	$211K	Buy
2022 Q3	–	Sell
2022 Q2	$207K	Sell
2022 Q1	$250K	Buy