HB Wealth Management’s Gen Digital GEN Stock Holding History

HB Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$532K	Sell
2025 Q2	$558K	Sell
2025 Q1	$625K	Buy
2024 Q4	$619K	Sell
2024 Q3	$731K	Sell
2024 Q2	$792K	Buy
2023 Q2	–	Sell
2023 Q1	$277K	Sell
2022 Q4	$376K	Buy