MWM
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Modern Wealth Management’s Gen Digital GEN Stock Holding History

Modern Wealth 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 		$470K Buy
15,989
+68
+0.4% +$2K 0.01% 482
2025
Q1 		$423K Buy
+15,921
New +$423K 0.01% 451