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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
Q2 		$435K Buy
17,496
+1,918
+12% +$42.8K 0.03% 263
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 $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 Wealth Group's GEN Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Gen Digital (GEN) stake by 12% in Q2 2026, buying an estimated $42.8K and bringing the position to 17,496 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #263.

Cornerstone Wealth Group first reported a position in GEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $493K in Q3 2025. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Cornerstone Wealth Group held 17,496 shares of Gen Digital worth $435K as of Q2 2026.
  • Cornerstone Wealth Group bought 1,918 Gen Digital shares in Q2 2026, an estimated $42.8K.
  • Gen Digital made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #263 holding.
  • Cornerstone Wealth Group first reported a position in Gen Digital in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Wealth Group's Gen Digital position peaked at $493K in Q3 2025.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.