Geneos Wealth Management’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 | $73.6K | Buy |
2,503
+149
| +6% | +$4.38K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $102K | Buy |
2,354
+1,820
| +341% | +$78.6K | ﹤0.01% | 1564 |
|
|
2024
Q4 | $14.6K | Buy |
534
+72
| +16% | +$1.97K | ﹤0.01% | 1881 |
|
|
2024
Q3 | $12.7K | Buy |
462
+141
| +44% | +$3.87K | ﹤0.01% | 1740 |
|
|
2024
Q2 | $8.02K | Hold |
321
| – | – | ﹤0.01% | 1603 |
|
|
2024
Q1 | $7.19K | Hold |
321
| – | – | ﹤0.01% | 1629 |
|
|
2023
Q4 | $7.33K | Buy |
321
+21
| +7% | +$479 | ﹤0.01% | 1630 |
|
|
2023
Q3 | $5.3K | Sell |
300
-55
| -15% | -$972 | ﹤0.01% | 1731 |
|
|
2023
Q2 | $6.59K | Hold |
355
| – | – | ﹤0.01% | 1674 |
|
|
2023
Q1 | $6.09K | Hold |
355
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q4 | $7.61K | Sell |
355
-100
| -22% | -$2.14K | ﹤0.01% | 1608 |
|
|
2022
Q3 | $9K | Sell |
455
-104
| -19% | -$2.06K | ﹤0.01% | 1537 |
|
|
2022
Q2 | $12K | Hold |
559
| – | – | ﹤0.01% | 1879 |
|
|
2022
Q1 | $14K | Hold |
559
| – | – | ﹤0.01% | 1939 |
|
|
2021
Q4 | $14K | Hold |
559
| – | – | ﹤0.01% | 2044 |
|
|
2021
Q3 | $14K | Hold |
559
| – | – | ﹤0.01% | 2085 |
|
|
2021
Q2 | $15K | Sell |
559
-1,022
| -65% | -$27.4K | ﹤0.01% | 2046 |
|
|
2021
Q1 | $34K | Sell |
1,581
-37
| -2% | -$796 | ﹤0.01% | 1816 |
|
|
2020
Q4 | $12K | Sell |
1,618
-1,027
| -39% | -$7.62K | ﹤0.01% | 2141 |
|
|
2020
Q3 | $55K | Hold |
2,645
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q2 | $50K | Sell |
2,645
-10,233
| -79% | -$193K | ﹤0.01% | 1210 |
|
|
2020
Q1 | $243K | Buy |
12,878
+8,260
| +179% | +$156K | 0.02% | 555 |
|
|
2019
Q4 | $118K | Buy |
+4,618
| New | +$118K | 0.01% | 885 |
|