Wealthfront Advisers’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 | $891K | Buy |
30,322
+3,399
| +13% | +$99.9K | ﹤0.01% | 700 |
|
|
2025
Q1 | $715K | Buy |
26,923
+2,057
| +8% | +$54.6K | ﹤0.01% | 718 |
|
|
2024
Q4 | $681K | Buy |
24,866
+4,373
| +21% | +$120K | ﹤0.01% | 735 |
|
|
2024
Q3 | $562K | Buy |
20,493
+253
| +1% | +$6.94K | ﹤0.01% | 746 |
|
|
2024
Q2 | $506K | Sell |
20,240
-283
| -1% | -$7.07K | ﹤0.01% | 739 |
|
|
2024
Q1 | $460K | Buy |
20,523
+1,719
| +9% | +$38.5K | ﹤0.01% | 740 |
|
|
2023
Q4 | $429K | Buy |
18,804
+3,968
| +27% | +$90.6K | ﹤0.01% | 743 |
|
|
2023
Q3 | $262K | Sell |
14,836
-872
| -6% | -$15.4K | ﹤0.01% | 780 |
|
|
2023
Q2 | $291K | Buy |
+15,708
| New | +$291K | ﹤0.01% | 764 |
|
|
2023
Q1 | – | Sell |
-74,827
| Closed | -$1.6M | – | 812 |
|
|
2022
Q4 | $1.6M | Sell |
74,827
-5,207
| -7% | -$112K | 0.01% | 448 |
|
|
2022
Q3 | $1.61M | Sell |
80,034
-13,325
| -14% | -$268K | 0.01% | 408 |
|
|
2022
Q2 | $2.05M | Sell |
93,359
-46,721
| -33% | -$1.03M | 0.01% | 378 |
|
|
2022
Q1 | $3.72M | Buy |
140,080
+428
| +0.3% | +$11.4K | 0.02% | 263 |
|
|
2021
Q4 | $3.63M | Buy |
139,652
+7,343
| +6% | +$191K | 0.02% | 254 |
|
|
2021
Q3 | $3.35M | Buy |
132,309
+21,617
| +20% | +$547K | 0.02% | 227 |
|
|
2021
Q2 | $3.01M | Sell |
110,692
-25,931
| -19% | -$706K | 0.01% | 214 |
|
|
2021
Q1 | $2.91M | Sell |
136,623
-13,448
| -9% | -$286K | 0.02% | 186 |
|
|
2020
Q4 | $3.12M | Buy |
150,071
+3,938
| +3% | +$81.8K | 0.02% | 144 |
|
|
2020
Q3 | $3.05M | Buy |
146,133
+27,612
| +23% | +$575K | 0.02% | 122 |
|
|
2020
Q2 | $2.35M | Buy |
+118,521
| New | +$2.35M | 0.02% | 138 |
|
|
2019
Q2 | – | Sell |
-9,142
| Closed | -$210K | – | 494 |
|
|
2019
Q1 | $210K | Buy |
+9,142
| New | +$210K | ﹤0.01% | 469 |
|