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Cornerstone Planning Group’s Gen Digital GEN Stock Holding History

Cornerstone Planning Group’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 		$16.5K Sell
644
-6
-0.9% -$134 ﹤0.01% 728
2026
Q1 		$12.8K Buy
650
+165
+34% +$3.82K ﹤0.01% 829
2025
Q4 		$12K Sell
485
-1
-0.2% -$27 ﹤0.01% 746
2025
Q3 		$12.7K Buy
486
+35
+8% +$1.05K ﹤0.01% 704
2025
Q2 		$12.9K Buy
451
+6
+1% +$164 ﹤0.01% 500
2025
Q1 		$10.9K Buy
+445
New +$12.2K ﹤0.01% 548
2024
Q1 		– Sell
-11
Closed -$251 – 1136
2023
Q4 		$251 Hold
11
– – ﹤0.01% 845
2023
Q3 		$194 Buy
+11
New +$215 ﹤0.01% 1028

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Cornerstone Planning Group's GEN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Gen Digital (GEN) stake by 0.92% in Q2 2026, selling an estimated $134 and leaving 644 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Cornerstone Planning Group first reported a position in GEN in Q3 2023 and has held it in 8 quarters since. 365 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Cornerstone Planning Group held 644 shares of Gen Digital worth $16.5K as of Q2 2026.
  • Cornerstone Planning Group sold 6 Gen Digital shares in Q2 2026, an estimated $134.
  • Gen Digital made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #728 holding.
  • Cornerstone Planning Group first reported a position in Gen Digital in Q3 2023 and has held it in 8 quarters since.
  • 365 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.