Waterloo Capital’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	$855K	Buy	29,080 +2,745	+10%	+$80.7K	0.07%	200
2025 Q1	$699K	Buy	26,335 +5,003	+23%	+$133K	0.07%	207
2024 Q4	$584K	Buy	21,332 +477	+2%	+$13.1K	0.06%	211
2024 Q3	$572K	Buy	+20,855	New	+$572K	0.06%	215