Position in GEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$435,475
+$142,142 QoQ
Shares Held
17,496
+12.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#380
of 702 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $59,530,934 across 13 Software - Infrastructure names. GEN ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
129,694 | $48,378,455 | |
| 2 | PANW |
Palo Alto Networks Inc
|
14,577 | $4,971,048 | |
| 3 | ORCL |
Oracle Corp
|
18,650 | $2,733,157 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,609 | $887,742 | |
| 5 | GEN |
Gen Digital Inc.
This page
|
17,496 | $435,475 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,448 | $376,061 | |
| 7 | VRSN |
Verisign Inc/Ca
|
1,284 | $323,003 | |
| 8 | FFIV |
F5, Inc.
|
756 | $314,465 |
All Filings in GEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,475 | 17,496 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $293,333 | 15,578 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $485,830 | 17,868 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $492,736 | 17,356 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $461,756 | 15,706 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $376,947 | 14,203 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||