Focus Partners Wealth’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 | $562K | Sell |
19,126
-3,221
| -14% | -$94.7K | ﹤0.01% | 1375 |
|
|
2025
Q1 | $593K | Buy |
22,347
+1,980
| +10% | +$52.6K | ﹤0.01% | 1264 |
|
|
2024
Q4 | $558K | Buy |
20,367
+16,574
| +437% | +$454K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $459K | Sell |
3,793
-26,117
| -87% | -$3.16M | ﹤0.01% | 1162 |
|
|
2024
Q2 | $753K | Buy |
29,910
+15,526
| +108% | +$391K | ﹤0.01% | 863 |
|
|
2024
Q1 | $322K | Buy |
+14,384
| New | +$322K | ﹤0.01% | 817 |
|