Dakota Wealth Management’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 | $2.33M | Buy |
79,271
+5,286
| +7% | +$155K | 0.05% | 243 |
|
|
2025
Q1 | $1.96M | Buy |
73,985
+2,580
| +4% | +$68.5K | 0.05% | 260 |
|
|
2024
Q4 | $1.96M | Buy |
71,405
+37,503
| +111% | +$1.03M | 0.05% | 264 |
|
|
2024
Q3 | $930K | Buy |
33,902
+12,490
| +58% | +$343K | 0.02% | 381 |
|
|
2024
Q2 | $535K | Buy |
+21,412
| New | +$535K | 0.01% | 493 |
|