Mowery & Schoenfeld Wealth Management’s Gen Digital GEN Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$3.03K	Buy
2025 Q3	$2.28K	Hold
2025 Q2	$2.36K	Hold
2025 Q1	$2.13K	Sell
2024 Q4	$2.49K	Buy