Everhart Financial Group’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 | $459K | Buy |
15,627
+820
| +6% | +$24.1K | 0.05% | 234 |
|
|
2025
Q1 | $393K | Buy |
14,807
+985
| +7% | +$26.1K | 0.05% | 241 |
|
|
2024
Q4 | $378K | Buy |
13,822
+950
| +7% | +$26K | 0.08% | 229 |
|
|
2024
Q3 | $353K | Buy |
12,872
+2,544
| +25% | +$69.8K | 0.08% | 238 |
|
|
2024
Q2 | $258K | Buy |
+10,328
| New | +$258K | 0.07% | 245 |
|