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CSM Advisors’s Gen Digital GEN Stock Holding History

CSM Advisors’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 		$785K Buy
31,548
+842
+3% +$18.8K 0.02% 356
2026
Q1 		$579K Buy
30,706
+5,472
+22% +$127K 0.01% 363
2025
Q4 		$686K Buy
25,234
+10,457
+71% +$281K 0.02% 351
2025
Q3 		$419K Buy
14,777
+2,192
+17% +$65.6K 0.01% 380
2025
Q2 		$370K Buy
+12,585
New +$344K 0.01% 354

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

CSM Advisors's GEN Position: Q2 2026 in Review

CSM Advisors increased its Gen Digital (GEN) stake by 2.7% in Q2 2026, buying an estimated $18.8K and bringing the position to 31,548 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #356.

CSM Advisors first reported a position in GEN in Q2 2025 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • CSM Advisors held 31,548 shares of Gen Digital worth $785K as of Q2 2026.
  • CSM Advisors bought 842 Gen Digital shares in Q2 2026, an estimated $18.8K.
  • Gen Digital made up 0.02% of CSM Advisors's portfolio in Q2 2026, its #356 holding.
  • CSM Advisors first reported a position in Gen Digital in Q2 2025 and has held it in 5 quarters since.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.