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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

GEN holding history

Gen Digital Inc. in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GEN overviewAll 13F holders of GENFull Q2 2026 holdings

Shares (Q2 2026)
12,576
Value
$313.0K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of GEN by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,576$313.0K<0.1%+12,576NewHolders
Q1 20260$00.0%−11,232−100.0%Sold outHolders
Q4 202511,232$305.4K<0.1%+11,232NewHolders