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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
Q2 		$313K Buy
+12,576
New +$281K ﹤0.01% 664
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 $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 $3.38T AUM 44.17% 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

Crestwood Advisors Group's GEN Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Gen Digital (GEN) in Q2 2026: 12,576 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in GEN as recently as Q4 2025.

Crestwood Advisors Group first reported a position in GEN in Q4 2025 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Crestwood Advisors Group held 12,576 shares of Gen Digital worth $313K as of Q2 2026.
  • Gen Digital was a new Crestwood Advisors Group position in Q2 2026.
  • Gen Digital made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #664 holding.
  • Crestwood Advisors Group first reported a position in Gen Digital in Q4 2025 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.