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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
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 $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

CSM Advisors's GEN Position: Q1 2026 in Review

CSM Advisors increased its Gen Digital (GEN) stake by 22% in Q1 2026, buying an estimated $127K and bringing the position to 30,706 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #363.

CSM Advisors first reported a position in GEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $686K in Q4 2025. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • CSM Advisors held 30,706 shares of Gen Digital worth $579K as of Q1 2026.
  • CSM Advisors bought 5,472 Gen Digital shares in Q1 2026, an estimated $127K.
  • Gen Digital made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #363 holding.
  • CSM Advisors first reported a position in Gen Digital in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Gen Digital position peaked at $686K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.