Forum Financial Management’s Gen Digital GEN Stock Holding History

Forum Financial Management’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	$365K	Buy
2025 Q2	$334K	Buy
2025 Q1	$272K	Sell
2024 Q4	$281K	Buy