Mercer Global Advisors
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Mercer Global Advisors’s Gen Digital GEN Stock Holding History

Mercer Global Advisors’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
2026
Q1 		$999K Sell
53,044
-97,713
-65% -$2.26M ﹤0.01% 1563
2025
Q4 		$4.1M Sell
150,757
-26,220
-15% -$706K 0.01% 786
2025
Q3 		$5.02M Buy
176,977
+32,757
+23% +$980K 0.01% 661
2025
Q2 		$4.24M Buy
144,220
+47,340
+49% +$1.29M 0.01% 610
2025
Q1 		$2.57M Buy
96,880
+75,764
+359% +$2.08M 0.01% 753
2024
Q4 		$578K Sell
21,116
-1,399
-6% -$40.2K ﹤0.01% 1369
2024
Q3 		$613K Buy
22,515
+1,881
+9% +$48.3K ﹤0.01% 1232
2024
Q2 		$515K Sell
20,634
-2,633
-11% -$60.2K ﹤0.01% 1288
2024
Q1 		$521K Sell
23,267
-523
-2% -$11.6K ﹤0.01% 1257
2023
Q4 		$543K Buy
23,790
+2,964
+14% +$58.7K ﹤0.01% 1269
2023
Q3 		$368K Sell
20,826
-5,265
-20% -$103K ﹤0.01% 1409
2023
Q2 		$484K Sell
26,091
-7,993
-23% -$140K ﹤0.01% 1248
2023
Q1 		$585K Sell
34,084
-213,807
-86% -$4.29M ﹤0.01% 1126
2022
Q4 		$5.31M Sell
247,891
-19,262
-7% -$425K 0.03% 411
2022
Q3 		$5.38M Buy
267,153
+1,395
+0.5% +$32.3K 0.03% 361
2022
Q2 		$5.84M Sell
265,758
-989
-0.4% -$24.3K 0.04% 327
2022
Q1 		$7.07M Buy
266,747
+141,349
+113% +$3.89M 0.04% 296
2021
Q4 		$3.26M Sell
125,398
-245,793
-66% -$6.22M 0.02% 476
2021
Q3 		$9.39M Buy
371,191
+8,318
+2% +$217K 0.07% 239
2021
Q2 		$9.88M Sell
362,873
-29,843
-8% -$743K 0.08% 198
2021
Q1 		$8.35M Buy
392,716
+54,483
+16% +$1.14M 0.08% 208
2020
Q4 		$7.03M Buy
338,233
+156,894
+87% +$3.17M 0.09% 174
2020
Q3 		$3.78M Buy
181,339
+38,798
+27% +$840K 0.06% 243
2020
Q2 		$2.83M Buy
142,541
+38,817
+37% +$790K 0.05% 261
2020
Q1 		$1.94M Buy
+103,724
New +$2.24M 0.04% 325

Other funds holding GEN

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mercer Global Advisors's GEN Position: Q1 2026 in Review

Mercer Global Advisors reduced its Gen Digital (GEN) stake by 65% in Q1 2026, selling an estimated $2.26M and leaving 53,044 shares worth $999K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Mercer Global Advisors first reported a position in GEN in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.88M in Q2 2021. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Mercer Global Advisors held 53,044 shares of Gen Digital worth $999K as of Q1 2026.
  • Mercer Global Advisors sold 97,713 Gen Digital shares in Q1 2026, an estimated $2.26M.
  • Gen Digital made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1563 holding.
  • Mercer Global Advisors first reported a position in Gen Digital in Q1 2020 and has held it in 25 quarters since.
  • Mercer Global Advisors's Gen Digital position peaked at $9.88M in Q2 2021.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.