Estate Counselors’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-69,690	Closed	-$1.91M	–	104
2024 Q4	$1.91M	Hold	69,690	–	–	0.2%	60
2024 Q3	$1.91M	Hold	69,690	–	–	0.2%	46
2024 Q2	$1.74M	Sell	69,690 -310	-0.4%	-$7.74K	0.19%	51
2024 Q1	$1.57M	Buy	+70,000	New	+$1.57M	0.18%	69