Gen-Wealth Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.4K	Sell	125 -12	-9%	-$2.92K	0.01%	377
2025 Q1	$33.2K	Sell	137 -23	-14%	-$5.58K	0.01%	373
2024 Q4	$36.2K	Buy	+160	New	+$36.2K	0.02%	387