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Cornerstone Financial Management’s Gen Digital GEN Stock Holding History

Cornerstone Financial Management’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87K Sell
75
-27
-26% -$603 ﹤0.01% 870
2026
Q1 		$1.92K Buy
102
+53
+108% +$1.23K ﹤0.01% 753
2025
Q4 		$1.33K Buy
+49
New +$1.32K ﹤0.01% 824

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cornerstone Financial Management's GEN Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Gen Digital (GEN) stake by 26% in Q2 2026, selling an estimated $603 and leaving 75 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Cornerstone Financial Management first reported a position in GEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92K in Q1 2026. 685 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Cornerstone Financial Management held 75 shares of Gen Digital worth $1.87K as of Q2 2026.
  • Cornerstone Financial Management sold 27 Gen Digital shares in Q2 2026, an estimated $603.
  • Gen Digital made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #870 holding.
  • Cornerstone Financial Management first reported a position in Gen Digital in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Gen Digital position peaked at $1.92K in Q1 2026.
  • 685 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.