Everhart Financial Group’s Gen Digital GEN Stock Holding History

Everhart Financial Group’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$484K	Buy
2025 Q2	$459K	Buy
2025 Q1	$393K	Buy
2024 Q4	$378K	Buy
2024 Q3	$353K	Buy
2024 Q2	$258K	Buy