CIBC Private Wealth Group
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CIBC Private Wealth Group’s Gen Digital GEN Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$1.7M Buy
62,705
+3,224
+5% +$86.8K ﹤0.01% 615
2025
Q3 		$1.69M Sell
59,481
-2,374
-4% -$71K ﹤0.01% 604
2025
Q2 		$1.82M Sell
61,855
-24,362
-28% -$666K ﹤0.01% 571
2025
Q1 		$2.03M Buy
86,217
+909
+1% +$24.9K ﹤0.01% 530
2024
Q4 		$2.31M Sell
85,308
-5,715
-6% -$164K ﹤0.01% 541
2024
Q3 		$2.5M Buy
91,023
+1,949
+2% +$50K ﹤0.01% 529
2024
Q2 		$2.19M Sell
89,074
-17,029
-16% -$390K ﹤0.01% 526
2024
Q1 		$2.37M Buy
106,103
+34,602
+48% +$767K ﹤0.01% 516
2023
Q4 		$1.63M Buy
71,501
+42
+0.1% +$832 ﹤0.01% 542
2023
Q3 		$1.26M Buy
71,459
+8,596
+14% +$168K ﹤0.01% 564
2023
Q2 		$1.17M Hold
62,863
– – ﹤0.01% 574
2023
Q1 		$2.3M Buy
62,863
+5,548
+10% +$111K 0.01% 493
2022
Q4 		$1.23M Buy
57,315
+6,552
+13% +$145K ﹤0.01% 497
2022
Q3 		$1.02M Buy
50,763
+15
+0% +$347 ﹤0.01% 587
2022
Q2 		$1.11M Buy
50,748
+777
+2% +$19.1K ﹤0.01% 583
2022
Q1 		$1.33M Buy
+49,971
New +$1.37M ﹤0.01% 595
2021
Q3 		– Sell
-60,154
Closed -$1.64M – 967
2021
Q2 		$1.64M Buy
60,154
+2,724
+5% +$67.8K ﹤0.01% 566
2021
Q1 		$1.22M Buy
+57,430
New +$1.2M ﹤0.01% 627
2020
Q2 		– Sell
-20,419
Closed -$382K – 669
2020
Q1 		$382K Buy
+20,419
New +$442K ﹤0.01% 671
2018
Q3 		– Sell
-2,951
Closed -$61K – 1250
2018
Q2 		$61K Sell
2,951
-81,945
-97% -$1.97M ﹤0.01% 1127
2018
Q1 		$2.2M Sell
84,896
-8,815
-9% -$240K 0.01% 466
2017
Q4 		$2.63M Sell
93,711
-4,137
-4% -$124K 0.01% 450
2017
Q3 		$3.21M Sell
97,848
-12,533
-11% -$382K 0.01% 403
2017
Q2 		$3.12M Buy
110,381
+16,400
+17% +$496K 0.02% 330
2017
Q1 		$2.88M Sell
93,981
-720
-0.8% -$20.4K 0.02% 326
2016
Q4 		$2.26M Sell
94,701
-155
-0.2% -$3.81K 0.02% 348
2016
Q3 		$2.38M Buy
+94,856
New +$2.16M 0.02% 344

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CIBC Private Wealth Group's GEN Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Gen Digital (GEN) stake by 5.4% in Q4 2025, buying an estimated $86.8K and bringing the position to 62,705 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #615.

CIBC Private Wealth Group first reported a position in GEN in Q3 2016 and has held it in 27 quarters since. The position peaked at $3.21M in Q3 2017. 687 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • CIBC Private Wealth Group held 62,705 shares of Gen Digital worth $1.7M as of Q4 2025.
  • CIBC Private Wealth Group bought 3,224 Gen Digital shares in Q4 2025, an estimated $86.8K.
  • Gen Digital made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #615 holding.
  • CIBC Private Wealth Group first reported a position in Gen Digital in Q3 2016 and has held it in 27 quarters since.
  • CIBC Private Wealth Group's Gen Digital position peaked at $3.21M in Q3 2017.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.