Summit Trail 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	$1.17M	Buy	+39,757	New	+$1.17M	0.02%	418
2018 Q1	–	Sell	-1,650	Closed	-$45K	–	897
2017 Q4	$45K	Buy	+1,650	New	+$45K	0.01%	843