SteelPeak Wealth’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 | $2.73M | Buy |
+92,997
| New | +$2.73M | 0.11% | 146 |
|
|
2024
Q4 | – | Sell |
-83,721
| Closed | -$2.3M | – | 504 |
|
|
2024
Q3 | $2.3M | Sell |
83,721
-1,985
| -2% | -$54.4K | 0.1% | 149 |
|
|
2024
Q2 | $2.14M | Buy |
+85,706
| New | +$2.14M | 0.1% | 148 |
|
|
2022
Q3 | – | Sell |
-65,232
| Closed | -$1.43M | – | 402 |
|
|
2022
Q2 | $1.43M | Buy |
+65,232
| New | +$1.43M | 0.1% | 140 |
|
|
2021
Q2 | – | Sell |
-27,123
| Closed | -$577K | – | 418 |
|
|
2021
Q1 | $577K | Buy |
27,123
+3,728
| +16% | +$79.3K | 0.05% | 208 |
|
|
2020
Q4 | $486K | Buy |
23,395
+3,362
| +17% | +$69.8K | 0.04% | 209 |
|
|
2020
Q3 | $417K | Buy |
+20,033
| New | +$417K | 0.04% | 187 |
|