Mackenzie Financial’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$699K Sell
28,102
-3,507
-11% -$78.3K ﹤0.01% 1252
2026
Q1
$595K Sell
31,609
-123,553
-80% -$2.86M ﹤0.01% 1191
2025
Q4
$4.25M Sell
155,162
-60,502
-28% -$1.63M 0.01% 675
2025
Q3
$6.12M Sell
215,664
-143,478
-40% -$4.29M 0.01% 597
2025
Q2
$10.6M Buy
359,142
+101,580
+39% +$2.78M 0.01% 468
2025
Q1
$6.84M Buy
257,562
+145,654
+130% +$3.99M 0.01% 522
2024
Q4
$3.06M Buy
111,908
+12,416
+12% +$357K ﹤0.01% 662
2024
Q3
$2.73M Sell
99,492
-94,709
-49% -$2.43M ﹤0.01% 662
2024
Q2
$4.85M Buy
194,201
+47,714
+33% +$1.09M 0.01% 557
2024
Q1
$3.28M Buy
146,487
+45,924
+46% +$1.02M ﹤0.01% 636
2023
Q4
$2.29M Sell
100,563
-58,977
-37% -$1.17M ﹤0.01% 703
2023
Q3
$2.77M Sell
159,540
-38,276
-19% -$747K ﹤0.01% 651
2023
Q2
$3.65M Sell
197,816
-57,300
-22% -$1M 0.01% 619
2023
Q1
$4.38M Sell
255,116
-62,411
-20% -$1.25M 0.01% 573
2022
Q4
$6.8M Buy
317,527
+4,844
+2% +$107K 0.01% 476
2022
Q3
$6.3M Buy
312,683
+5,768
+2% +$133K 0.01% 485
2022
Q2
$6.74M Buy
306,915
+163,833
+115% +$4.03M 0.01% 497
2022
Q1
$3.79M Sell
143,082
-29,225
-17% -$804K 0.01% 632
2021
Q4
$4.48M Sell
172,307
-7,245
-4% -$183K 0.01% 600
2021
Q3
$4.54M Buy
179,552
+18,422
+11% +$480K 0.01% 587
2021
Q2
$4.39M Buy
161,130
+22,231
+16% +$554K 0.01% 586
2021
Q1
$2.95M Buy
138,899
+14,937
+12% +$313K ﹤0.01% 623
2020
Q4
$2.58M Buy
123,962
+7,432
+6% +$150K 0.01% 565
2020
Q3
$2.43M Sell
116,530
-26,803
-19% -$580K 0.01% 521
2020
Q2
$2.84M Buy
143,333
+58,044
+68% +$1.18M 0.01% 481
2020
Q1
$1.6M Buy
85,289
+218
+0.3% +$4.71K 0.01% 551
2019
Q4
$2.17M Sell
85,071
-2,825
-3% -$69K 0.01% 600
2019
Q3
$2.08M Sell
87,896
-7,058
-7% -$165K 0.01% 607
2019
Q2
$2.07M Sell
94,954
-35,159
-27% -$756K 0.01% 627
2019
Q1
$2.99M Sell
130,113
-412,844
-76% -$8.99M 0.01% 678
2018
Q4
$10.3M Buy
542,957
+494,445
+1,019% +$10.2M 0.03% 356
2018
Q3
$1.03M Buy
48,512
+25,541
+111% +$520K ﹤0.01% 749
2018
Q2
$474K Buy
+22,971
New +$552K ﹤0.01% 799
2016
Q3
Sell
-24,988
Closed -$513K 735
2016
Q2
$513K Buy
24,988
+863
+4% +$15.5K ﹤0.01% 755
2016
Q1
$443K Sell
24,125
-32,225
-57% -$620K ﹤0.01% 676
2015
Q4
$1.18M Buy
56,350
+6,617
+13% +$135K 0.01% 509
2015
Q3
$968K Buy
49,733
+3,158
+7% +$68K 0.01% 543
2015
Q2
$1.08M Buy
46,575
+4,219
+10% +$103K 0.01% 541
2015
Q1
$989K Buy
42,356
+25,097
+145% +$627K 0.01% 553
2014
Q4
$443K Sell
17,259
-21,537
-56% -$536K ﹤0.01% 652
2014
Q3
$912K Buy
+38,796
New +$924K ﹤0.01% 524
2013
Q3
Sell
-12,650
Closed -$284K 635
2013
Q2
$284K Buy
+12,650
New +$298K ﹤0.01% 616

Other funds holding GEN

Mackenzie Financial's GEN Position: Q2 2026 in Review

Mackenzie Financial reduced its Gen Digital (GEN) stake by 11% in Q2 2026, selling an estimated $78.3K and leaving 28,102 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Mackenzie Financial first reported a position in GEN in Q2 2013 and has held it in 42 quarters since. The position peaked at $10.6M in Q2 2025. 684 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Mackenzie Financial held 28,102 shares of Gen Digital worth $699K as of Q2 2026.
  • Mackenzie Financial sold 3,507 Gen Digital shares in Q2 2026, an estimated $78.3K.
  • Gen Digital made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1252 holding.
  • Mackenzie Financial first reported a position in Gen Digital in Q2 2013 and has held it in 42 quarters since.
  • Mackenzie Financial's Gen Digital position peaked at $10.6M in Q2 2025.
  • 684 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.