CWM
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CIBC World Markets’s Gen Digital GEN Stock Holding History

CIBC World Markets’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 		$2.51M Buy
+92,263
New +$2.48M 0.01% 569
2025
Q2 		$1.99M Buy
67,766
+1,788
+3% +$48.9K 0.01% 567
2025
Q1 		$1.75M Sell
65,978
-20,122
-23% -$551K 0.01% 530
2024
Q4 		$2.36M Buy
86,100
+11,327
+15% +$326K 0.01% 513
2024
Q3 		$2.05M Buy
74,773
+2,545
+4% +$65.3K 0.01% 520
2024
Q2 		$1.8M Buy
72,228
+15,342
+27% +$351K 0.01% 512
2024
Q1 		$1.27M Sell
56,886
-16,007
-22% -$355K 0.01% 601
2023
Q4 		$1.66M Buy
72,893
+41,835
+135% +$829K 0.01% 549
2023
Q3 		$549K Sell
31,058
-35,599
-53% -$695K 0.01% 561
2023
Q2 		$1.24M Buy
66,657
+4,692
+8% +$82.1K 0.01% 531
2023
Q1 		$1.06M Sell
61,965
-32,862
-35% -$659K 0.02% 470
2022
Q4 		$2.03M Buy
94,827
+48,461
+105% +$1.07M 0.01% 499
2022
Q3 		$934K Sell
46,366
-31,696
-41% -$733K 0.01% 375
2022
Q2 		$1.71M Buy
78,062
+42,684
+121% +$1.05M 0.02% 433
2022
Q1 		$938K Buy
35,378
+14,641
+71% +$403K 0.01% 532
2021
Q4 		$539K Sell
20,737
-12,031
-37% -$304K ﹤0.01% 544
2021
Q3 		$829K Sell
32,768
-171,233
-84% -$4.46M 0.01% 535
2021
Q2 		$5.55M Buy
204,001
+101,699
+99% +$2.53M 0.04% 246
2021
Q1 		$2.17M Sell
102,302
-6,756
-6% -$142K 0.01% 430
2020
Q4 		$2.27M Buy
109,058
+37,890
+53% +$765K 0.01% 542
2020
Q3 		$1.48M Sell
71,168
-30,394
-30% -$658K 0.01% 478
2020
Q2 		$2.01M Buy
101,562
+2,246
+2% +$45.7K 0.02% 400
2020
Q1 		$1.86M Sell
99,316
-803,203
-89% -$17.4M 0.02% 357
2019
Q4 		$23M Buy
902,519
+747,784
+483% +$18.3M 0.15% 153
2019
Q3 		$3.66M Sell
154,735
-25,062
-14% -$585K 0.03% 409
2019
Q2 		$3.91M Buy
179,797
+24,855
+16% +$534K 0.03% 454
2019
Q1 		$3.56M Sell
154,942
-2,087,963
-93% -$45.4M 0.03% 398
2018
Q4 		$42.4M Buy
2,242,905
+1,008,656
+82% +$20.9M 0.39% 69
2018
Q3 		$26.3M Buy
1,234,249
+1,121,816
+998% +$22.9M 0.22% 113
2018
Q2 		$2.32M Buy
112,433
+14,636
+15% +$351K 0.02% 534
2018
Q1 		$2.53M Sell
97,797
-104,059
-52% -$2.83M 0.03% 446
2017
Q4 		$5.66M Buy
201,856
+63,591
+46% +$1.9M 0.04% 310
2017
Q3 		$4.54M Buy
138,265
+7,094
+5% +$216K 0.04% 301
2017
Q2 		$3.71M Buy
131,171
+63,294
+93% +$1.91M 0.04% 351
2017
Q1 		$2.08M Buy
67,877
+21,889
+48% +$621K 0.02% 371
2016
Q4 		$1.1M Buy
45,988
+33,406
+266% +$820K 0.01% 390
2016
Q3 		$316K Sell
12,582
-28,669
-69% -$652K 0.01% 246
2016
Q2 		$847K Buy
41,251
+2,143
+5% +$38.6K 0.02% 177
2016
Q1 		$719K Sell
39,108
-516,906
-93% -$9.95M 0.02% 191
2015
Q4 		$11.7M Buy
556,014
+508,671
+1,074% +$10.3M 0.24% 84
2015
Q3 		$922K Buy
47,343
+27,782
+142% +$598K 0.02% 203
2015
Q2 		$455K Buy
+19,561
New +$477K 0.01% 154

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 World Markets's GEN Position: Q4 2025 in Review

CIBC World Markets opened a new position in Gen Digital (GEN) in Q4 2025: 92,263 shares worth $2.51M. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in GEN as recently as Q2 2025.

CIBC World Markets first reported a position in GEN in Q2 2015 and has held it in 42 quarters since. The position peaked at $42.4M in Q4 2018. 687 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

  • CIBC World Markets held 92,263 shares of Gen Digital worth $2.51M as of Q4 2025.
  • Gen Digital was a new CIBC World Markets position in Q4 2025.
  • Gen Digital made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #569 holding.
  • CIBC World Markets first reported a position in Gen Digital in Q2 2015 and has held it in 42 quarters since.
  • CIBC World Markets's Gen Digital position peaked at $42.4M in Q4 2018.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.