Wealth Enhancement Advisory Services’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
38,649
-16,309
| -30% | -$497K | ﹤0.01% | 1648 |
|
|
2025
Q1 | $1.46M | Buy |
54,958
+5,797
| +12% | +$154K | ﹤0.01% | 1403 |
|
|
2024
Q4 | $1.35M | Sell |
49,161
-72,096
| -59% | -$1.97M | ﹤0.01% | 1381 |
|
|
2024
Q3 | $3.33M | Buy |
121,257
+96,680
| +393% | +$2.65M | 0.01% | 856 |
|
|
2024
Q2 | $614K | Sell |
24,577
-25,089
| -51% | -$627K | ﹤0.01% | 1516 |
|
|
2024
Q1 | $1.11M | Buy |
49,666
+876
| +2% | +$19.6K | ﹤0.01% | 1190 |
|
|
2023
Q4 | $1.11M | Buy |
48,790
+413
| +0.9% | +$9.43K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $855K | Buy |
+48,377
| New | +$855K | ﹤0.01% | 1165 |
|
|
2020
Q2 | – | Sell |
-108,285
| Closed | -$2.27M | – | 226 |
|
|
2020
Q1 | $2.27M | Buy |
+108,285
| New | +$2.27M | 0.08% | 102 |
|
|
2017
Q3 | – | Sell |
-46,164
| Closed | -$1.34M | – | 160 |
|
|
2017
Q2 | $1.34M | Buy |
46,164
+19,487
| +73% | +$565K | 0.12% | 79 |
|
|
2017
Q1 | $803K | Sell |
26,677
-10,033
| -27% | -$302K | 0.09% | 113 |
|
|
2016
Q4 | $877K | Buy |
+36,710
| New | +$877K | 0.11% | 93 |
|