Corient Private Wealth’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 | $4.25M | Buy |
144,660
+3,596
| +3% | +$106K | ﹤0.01% | 810 |
|
|
2025
Q1 | $3.74M | Buy |
141,064
+10,871
| +8% | +$289K | 0.01% | 760 |
|
|
2024
Q4 | $3.56M | Buy |
130,193
+521
| +0.4% | +$14.3K | 0.01% | 805 |
|
|
2024
Q3 | $3.56M | Sell |
129,672
-2
| -0% | -$55 | 0.01% | 838 |
|
|
2024
Q2 | $3.24M | Buy |
129,674
+1,868
| +1% | +$46.7K | 0.01% | 841 |
|
|
2024
Q1 | $2.86M | Sell |
127,806
-1,077
| -0.8% | -$24.1K | 0.01% | 865 |
|
|
2023
Q4 | $2.94M | Buy |
128,883
+2,701
| +2% | +$61.6K | 0.01% | 852 |
|
|
2023
Q3 | $2.23M | Sell |
126,182
-32,009
| -20% | -$566K | 0.01% | 867 |
|
|
2023
Q2 | $2.93M | Sell |
158,191
-39,465
| -20% | -$732K | 0.01% | 784 |
|
|
2023
Q1 | $3.39M | Buy |
197,656
+40,990
| +26% | +$703K | 0.01% | 694 |
|
|
2022
Q4 | $3.36M | Buy |
+156,666
| New | +$3.36M | 0.01% | 581 |
|