Creative Planning’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.2M | Buy |
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|
2025
Q2 | $2.2M | Buy |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $929K | Buy |
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|
2023
Q4 | $867K | Sell |
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|
2023
Q3 | $866K | Sell |
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|
2023
Q2 | $978K | Buy |
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|
2023
Q1 | $893K | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $964K | Buy |
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|
2022
Q2 | $973K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $807K | Sell |
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|
2021
Q3 | $884K | Buy |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $358K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $313K | Sell |
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|
2019
Q4 | $684K | Buy |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $541K | Buy |
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|
2019
Q1 | $544K | Sell |
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|
2018
Q4 | $487K | Buy |
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|
2018
Q3 | $516K | Sell |
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|
2018
Q2 | $577K | Buy |
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|
2018
Q1 | $636K | Sell |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $1.45M | Buy |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $786K | Sell |
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|
2016
Q1 | $823K | Buy |
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|
2015
Q4 | $909K | Buy |
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|
2015
Q3 | $826K | Sell |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $1.01M | Buy |
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|
2014
Q4 | $1.1M | Buy |
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|
2014
Q3 | $944K | Buy |
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|
2014
Q2 | $853K | Sell |
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|
2014
Q1 | $769K | Buy |
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|
2013
Q4 | $751K | Buy |
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|
2013
Q3 | $780K | Sell |
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|
2013
Q2 | $751K | Buy |
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