FWM
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Forza Wealth Management’s Gen Digital GEN Stock Holding History

Forza Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$517K Buy
17,572
+2,908
+20% +$85.5K 0.21% 113
2025
Q1 		$389K Sell
14,664
-20
-0.1% -$531 0.17% 130
2024
Q4 		$402K Buy
14,684
+7,279
+98% +$199K 0.18% 128
2024
Q3 		$203K Buy
+7,405
New +$203K 0.09% 179