Cornerstone Planning 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	$12.9K	Buy	451 +6	+1%	+$171	﹤0.01%	500
2025 Q1	$10.9K	Buy	+445	New	+$10.9K	﹤0.01%	548
2024 Q1	–	Sell	-11	Closed	-$251	–	1136
2023 Q4	$251	Hold	11	–	–	﹤0.01%	845
2023 Q3	$194	Buy	+11	New	+$194	﹤0.01%	1028