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Crestwood Advisors Group’s Gen Digital GEN Stock Holding History

Crestwood Advisors 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 		– Sell
-11,232
Closed -$305K – 787
2025
Q4 		$305K Buy
+11,232
New +$302K 0.01% 509

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

Crestwood Advisors Group's GEN Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Gen Digital (GEN) in Q1 2026, closing a stake of 11,232 shares — an estimated $305K sold.

Crestwood Advisors Group first reported a position in GEN in Q4 2025 and held it in 1 quarter. The position peaked at $305K in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Crestwood Advisors Group reported no remaining Gen Digital position as of Q1 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 11,232 Gen Digital shares in Q1 2026, an estimated $305K.
  • Crestwood Advisors Group first reported a position in Gen Digital in Q4 2025 and held it in 1 quarter.
  • Crestwood Advisors Group's Gen Digital position peaked at $305K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.