PWA
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Principia Wealth Advisory’s Gen Digital GEN Stock Holding History

Principia Wealth Advisory’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 		$323 Hold
11
– – ﹤0.01% 839
2025
Q1 		$280 Sell
11
-19
-63% -$484 ﹤0.01% 709
2024
Q4 		$821 Buy
+30
New +$821 ﹤0.01% 407