Cornerstone Wealth Management’s Gen Digital GEN Stock Holding History

Cornerstone Wealth 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	$228K	Buy	+9,170	New	+$205K	0.01%	684
2026 Q1	–	Sell	-9,445	Closed	-$257K	–	719
2025 Q4	$257K	Buy	9,445 +19	+0.2%	+$511	0.01%	584
2025 Q3	$268K	Buy	9,426 +36	+0.4%	+$1.08K	0.01%	560
2025 Q2	$276K	Sell	9,390 -6	-0.1%	-$164	0.02%	531
2025 Q1	$249K	Buy	9,396 +265	+3%	+$7.26K	0.02%	517
2024 Q4	$250K	Buy	9,131 +38	+0.4%	+$1.09K	0.02%	507
2024 Q3	$249K	Buy	9,093 +44	+0.5%	+$1.13K	0.02%	499
2024 Q2	$226K	Buy	9,049 +30	+0.3%	+$686	0.02%	498
2024 Q1	$202K	Buy	9,019 +50	+0.6%	+$1.11K	0.02%	513
2023 Q4	$205K	Buy	+8,969	New	+$178K	0.02%	500
2018 Q4	–	Sell	-32,630	Closed	-$1M	–	657
2018 Q3	$1M	Buy	32,630 +11,364	+53%	+$231K	0.01%	698
2018 Q2	$1.02M	Buy	+21,266	New	+$511K	0.01%	760

Other funds holding GEN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Cornerstone Wealth Management opened a new position in Gen Digital (GEN) in Q2 2026: 9,170 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in GEN as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in GEN in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2018. 122 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

Cornerstone Wealth Management held 9,170 shares of Gen Digital worth $228K as of Q2 2026.
Gen Digital was a new Cornerstone Wealth Management position in Q2 2026.
Gen Digital made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #684 holding.
Cornerstone Wealth Management first reported a position in Gen Digital in Q2 2018 and has held it in 12 quarters since.
Cornerstone Wealth Management's Gen Digital position peaked at $1.02M in Q2 2018.
122 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.