Rice Partnership’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
$3.81M Buy
129,434
+11,707
+10% +$344K 0.66% 38
2025
Q1
$3.12M Buy
117,727
+39,866
+51% +$1.06M 0.64% 35
2024
Q4
$2.13M Buy
+77,861
New +$2.13M 0.41% 41