Mather Group’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
Sell
-3,730
Closed -$99K 1035
2025
Q1
$99K Buy
3,730
+783
+27% +$20.8K ﹤0.01% 751
2024
Q4
$80.7K Buy
2,947
+17
+0.6% +$466 ﹤0.01% 778
2024
Q3
$80.4K Sell
2,930
-120
-4% -$3.29K ﹤0.01% 785
2024
Q2
$68.3K Buy
3,050
+201
+7% +$4.5K ﹤0.01% 914
2024
Q1
$65K Buy
+2,849
New +$65K ﹤0.01% 817