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Cornerstone Wealth Group’s Gen Digital GEN Stock Holding History

Cornerstone Wealth 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
Q1 		$310K Sell
15,578
-2,290
-13% -$53K 0.02% 324
2025
Q4 		$486K Buy
17,868
+512
+3% +$13.8K 0.03% 214
2025
Q3 		$493K Buy
17,356
+1,650
+11% +$49.3K 0.03% 198
2025
Q2 		$462K Buy
15,706
+1,503
+11% +$41.1K 0.03% 192
2025
Q1 		$377K Buy
+14,203
New +$389K 0.03% 195

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Wealth Group's GEN Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Gen Digital (GEN) stake by 13% in Q1 2026, selling an estimated $53K and leaving 15,578 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #324.

Cornerstone Wealth Group first reported a position in GEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $493K in Q3 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Cornerstone Wealth Group held 15,578 shares of Gen Digital worth $310K as of Q1 2026.
  • Cornerstone Wealth Group sold 2,290 Gen Digital shares in Q1 2026, an estimated $53K.
  • Gen Digital made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #324 holding.
  • Cornerstone Wealth Group first reported a position in Gen Digital in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's Gen Digital position peaked at $493K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.