Position in GEN
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$18,378
-$8,159 QoQ
Shares Held
976
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $15,502,770 across 26 Software - Infrastructure names. GEN ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,211 | $11,183,205 | |
| 2 | PANW |
Palo Alto Networks Inc
|
12,637 | $2,025,963 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,706 | $1,127,233 | |
| 4 | ORCL |
Oracle Corp
|
4,347 | $639,487 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,885 | $378,440 | |
| 6 | TWLO |
Twilio Inc
|
191 | $24,031 | |
| 7 | GEN |
Gen Digital Inc.
This page
|
976 | $18,378 | |
| 8 | OKTA |
Okta, Inc.
|
172 | $13,538 |
All Filings in GEN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,378 | 976 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $26,537 | 976 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,708 | 976 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $28,694 | 976 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $57,751 | 2,176 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $58,867 | 2,150 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $58,974 | 2,150 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $46,213 | 1,850 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $48,160 | 2,150 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $44,499 | 1,950 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $73,372 | 4,150 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $159,530 | 8,600 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $147,576 | 8,600 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $167,154 | 7,800 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $157,092 | 7,800 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $171,288 | 7,800 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $206,856 | 7,800 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $202,644 | 7,800 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||