Simon Quick Advisors’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
$465K Buy
15,811
+1,192
+8% +$35K 0.02% 460
2025
Q1
$388K Buy
+14,619
New +$388K 0.02% 363
2020
Q3
Sell
-3,013
Closed -$60K 465
2020
Q2
$60K Sell
3,013
-1,012
-25% -$20.2K 0.02% 172
2020
Q1
$75K Buy
+4,025
New +$75K 0.03% 150
2018
Q2
Sell
-2,448
Closed -$63K 359
2018
Q1
$63K Buy
2,448
+1,224
+100% +$31.5K 0.03% 159
2017
Q4
$33K Sell
1,224
-315
-20% -$8.49K 0.01% 268
2017
Q3
$50K Buy
+1,539
New +$50K 0.02% 269