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GeoWealth Management’s Gen Digital GEN Stock Holding History

GeoWealth 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 		$107K Sell
3,642
-3,693
-50% -$109K ﹤0.01% 796
2025
Q1 		$195K Buy
7,335
+1,111
+18% +$29.5K 0.01% 665
2024
Q4 		$170K Buy
+6,224
New +$170K 0.01% 818