Geneos Wealth Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.6K | Sell |
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|
2025
Q2 | $73.6K | Buy |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $14.6K | Buy |
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|
2024
Q3 | $12.7K | Buy |
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|
2024
Q2 | $8.02K | Hold |
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|
2024
Q1 | $7.19K | Hold |
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|
2023
Q4 | $7.33K | Buy |
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|
2023
Q3 | $5.3K | Sell |
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|
2023
Q2 | $6.58K | Hold |
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|
2023
Q1 | $6.09K | Hold |
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|
2022
Q4 | $7.61K | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $15K | Sell |
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|
2021
Q1 | $34K | Sell |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $55K | Hold |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | $118K | Buy |
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