Envestnet Portfolio Solutions’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 | – | Sell |
-8,415
| Closed | -$223K | – | 1582 |
|
|
2025
Q1 | $223K | Sell |
8,415
-2,166
| -20% | -$57.5K | ﹤0.01% | 1444 |
|
|
2024
Q4 | $290K | Buy |
10,581
+723
| +7% | +$19.8K | ﹤0.01% | 1523 |
|
|
2024
Q3 | $270K | Sell |
9,858
-3,631
| -27% | -$99.6K | ﹤0.01% | 1502 |
|
|
2024
Q2 | $337K | Buy |
13,489
+157
| +1% | +$3.92K | ﹤0.01% | 1317 |
|
|
2024
Q1 | $299K | Buy |
13,332
+1,910
| +17% | +$42.8K | ﹤0.01% | 1358 |
|
|
2023
Q4 | $261K | Buy |
+11,422
| New | +$261K | ﹤0.01% | 1368 |
|