Cornerstone Wealth Management’s Gen Digital GEN Stock Holding History

Cornerstone Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$268K	Buy
2025 Q2	$276K	Sell
2025 Q1	$249K	Buy
2024 Q4	$250K	Buy
2024 Q3	$249K	Buy
2024 Q2	$226K	Buy
2024 Q1	$202K	Buy
2023 Q4	$205K	Buy
2018 Q4	–	Sell
2018 Q3	$1M	Buy
2018 Q2	$1.02M	Buy